Institutional shares held 1.34 Million
0 calls
100 puts
Total value of holdings $139M
$0 calls
$10K puts
# of Institutions 71


Latest Institutional Activity in RZV

Top Purchases

Q2 2024
Strategic Financial Concepts, LLC Shares Held: 13.2K ($1.41M)
Q2 2024
Creative Planning Shares Held: 4.24K ($451K)
Q2 2024
Smallwood Wealth Investment Management, LLC Shares Held: 3.93K ($418K)
Q2 2024
Burke & Herbert Bank & Trust CO Shares Held: 3.65K ($389K)
Q2 2024
Innova Wealth Partners Shares Held: 2.21K ($235K)

Top Sells

Q2 2024
Ubs Group Ag Shares Held: 28.3K ($3.01M)
Q2 2024
Imc Chicago, LLC Shares Held: 19.3K ($2.06M)
Q2 2024
Theory Financial LLC Shares Held: 31K ($3.3M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 20.9K ($2.22M)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 8.49K ($904K)

About RZV

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