Institutional shares held 2.45 Million
0 calls
0 puts
Total value of holdings $91.6M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in UAUG

Top Purchases

Q2 2025
Old Port Advisors Shares Held: 5.5K ($206K)
Q1 2025
Susquehanna International Group, LLP Shares Held: 47.2K ($1.77M)
Q1 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 125K ($4.69M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 10.3K ($387K)
Q1 2025
Lpl Financial LLC Shares Held: 27.9K ($1.05M)

Top Sells

Q2 2025
Kfg Wealth Management, LLC Shares Held: 128K ($4.78M)
Q2 2025
Buska Wealth Management, LLC Shares Held: 11.6K ($435K)
Q2 2025
Truist Financial Corp Shares Held: 18.6K ($696K)
Q2 2025
Worth Financial Advisory Group, LLC Shares Held: 7.03K ($263K)
Q2 2025
Central Valley Advisors, LLC Shares Held: 40.5K ($1.52M)

About UAUG

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