Institutional shares held 5.78 Million
0 calls
0 puts
Total value of holdings $151M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in RWX

Top Purchases

Q1 2025
Osborne Partners Capital Management, LLC Shares Held: 1.32M ($34.5M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 172K ($4.48M)
Q1 2025
Ballentine Partners, LLC Shares Held: 46.3K ($1.21M)
Q1 2025
Aspiriant, LLC Shares Held: 11.7K ($304K)
Q1 2025
Mission Wealth Management, LP Shares Held: 20.1K ($525K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 17.3K ($450K)
Q1 2025
Upper Left Wealth Management, LLC Shares Held: 29.2K ($762K)
Q1 2025
Spire Wealth Management Shares Held: 25.7K ($671K)
Q1 2025
Schoolcraft Capital LLC Shares Held: 116K ($3.03M)
Q1 2025
M&T Bank Corp Shares Held: 135K ($3.53M)

About RWX

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