Institutional shares held 3.31 Million
0 calls
0 puts
Total value of holdings $118M
$0 calls
$0 puts
# of Institutions 89


Latest Institutional Activity in TPHD

Top Purchases

Q1 2025
Strategic Equity Management Shares Held: 159K ($5.67M)
Q1 2025
Moneywise, Inc. Shares Held: 76.5K ($2.73M)
Q1 2025
Rfg Advisory, LLC Shares Held: 8.78K ($314K)
Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 8K ($286K)
Q1 2025
Creative Financial Designs Inc Shares Held: 222K ($7.91M)

Top Sells

Q1 2025
True Wealth Advisors, LLC Shares Held: 6.67K ($238K)
Q1 2025
Golden State Equity Partners Shares Held: 6.14K ($219K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 11.1K ($398K)
Q4 2024
Atria Investments LLC Shares Held: 78.7K ($2.81M)
Q4 2024
Creative One Wealth, LLC Shares Held: 236K ($8.41M)

About TPHD

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