Institutional shares held 5.4 Million
1.5K calls
2.2K puts
Total value of holdings $220M
$61K calls
$89K puts
# of Institutions 113


Latest Institutional Activity in WCLD

Top Purchases

Q4 2024
Stonebridge Financial Group, LLC Shares Held: 327K ($13.3M)
Q4 2024
Stone Crest Wealth Management, Inc. Shares Held: 93.1K ($3.78M)
Q4 2024
Summit Trail Advisors, LLC Shares Held: 256K ($10.4M)
Q4 2024
Merit Financial Group, LLC Shares Held: 5.84K ($237K)
Q4 2024
Joseph P. Lucia & Associates, LLC Shares Held: 34.9K ($1.42M)

Top Sells

Q4 2024
Selective Wealth Management, Inc. Shares Held: 313K ($12.7M)
Q4 2024
Yarbrough Capital, LLC Shares Held: 165K ($6.71M)
Q4 2024
Oxler Private Wealth LLC Shares Held: 10.1K ($410K)
Q4 2024
Vontobel Holding Ltd. Shares Held: 5.8K ($235K)
Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 5.36K ($218K)

About WCLD

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