Institutional shares held 890,125
0 calls
0 puts
Total value of holdings $29.7M
$0 calls
$0 puts
# of Institutions 49


Latest Institutional Activity in UMAY

Top Purchases

Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 6.05K ($202K)
Q1 2025
Img Wealth Management, Inc. Shares Held: 10.4K ($346K)
Q1 2025
Central Valley Advisors, LLC Shares Held: 16.9K ($566K)
Q1 2025
Noble Wealth Management Pbc Shares Held: 1K ($33.4K)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 115K ($3.86M)

Top Sells

Q1 2025
Spire Wealth Management Shares Held: 8.13K ($272K)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 39.1K ($1.31M)
Q1 2025
Brookstone Capital Management Shares Held: 27.7K ($927K)
Q1 2025
Strategic Blueprint, LLC Shares Held: 10.6K ($354K)
Q1 2025
Wood Tarver Financial Group, LLC Shares Held: 15.4K ($514K)

About UMAY

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