Institutional shares held 2.59 Million
0 calls
0 puts
Total value of holdings $88.6M
$0 calls
$0 puts
# of Institutions 93


Latest Institutional Activity in UAUG

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 10.3K ($353K)
Q1 2025
Vantage Point Financial LLC Shares Held: 13.6K ($465K)
Q4 2024
Talon Private Wealth, LLC Shares Held: 274K ($9.34M)
Q4 2024
Raymond James Financial Inc Shares Held: 119K ($4.05M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 110K ($3.74M)

Top Sells

Q1 2025
Brookstone Capital Management Shares Held: 116K ($3.95M)
Q1 2025
Onyx Bridge Wealth Group LLC Shares Held: 19.4K ($662K)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 139K ($4.76M)
Q1 2025
Pallas Capital Advisors LLC Shares Held: 24.7K ($845K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 71.1K ($2.43M)

About UAUG

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