Institutional shares held 1.05 Million
0 calls
0 puts
Total value of holdings $40.3M
$0 calls
$0 puts
# of Institutions 42


Latest Institutional Activity in USAI

Top Purchases

Q1 2025
Fundamentun, LLC Shares Held: 43.9K ($1.68M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 108K ($4.11M)
Q1 2025
Advisor Resource Council Shares Held: 11.7K ($447K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 38.8K ($1.48M)
Q1 2025
Tcfg Wealth Management, LLC Shares Held: 11K ($419K)

Top Sells

Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 26.4K ($1.01M)
Q1 2025
Trademark Financial Management, LLC Shares Held: 6.57K ($251K)
Q1 2025
Jbr CO Financial Management Inc Shares Held: 83K ($3.17M)
Q1 2025
Sl Advisors, LLC Shares Held: 93.3K ($3.57M)
Q4 2024
Lpl Financial LLC Shares Held: 353K ($13.5M)

About USAI

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