Institutional shares held 32.5 Million
11.1K calls
200 puts
Total value of holdings $1.8B
$614K calls
$11K puts
# of Institutions 402


Latest Institutional Activity in USRT

Top Purchases

Q1 2025
Pacific Life Fund Advisors LLC Shares Held: 329K ($18.2M)
Q1 2025
Mps Loria Financial Planners, LLC Shares Held: 248K ($13.7M)
Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 119K ($6.6M)
Q1 2025
Better Money Decisions, LLC Shares Held: 41.5K ($2.3M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 28.5K ($1.58M)

Top Sells

Q1 2025
Mbe Wealth Management, LLC Shares Held: 12.4K ($688K)
Q1 2025
Ellenbecker Investment Group Shares Held: 42K ($2.33M)
Q1 2025
S. R. Schill & Associates Shares Held: 275K ($15.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 494K ($27.4M)
Q1 2025
Presilium Private Wealth, LLC Shares Held: 34.8K ($1.93M)

About USRT

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