Institutional shares held 9.25 Million
209K calls
483K puts
Total value of holdings $626M
$14.1M calls
$32.7M puts
# of Institutions 149


Latest Institutional Activity in ZROZ

Top Purchases

Q4 2024
Confluence Investment Management LLC Shares Held: 206K ($14M)
Q4 2024
Mid American Wealth Advisory Group, Inc. Shares Held: 91.2K ($6.17M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 39.1K ($2.64M)
Q4 2024
Paragon Advisors, LLC Shares Held: 81.5K ($5.51M)
Q4 2024
Gen Wealth Group, Inc. Shares Held: 226K ($15.3M)

Top Sells

Q4 2024
Horizon Wealth Management, LLC Shares Held: 4.49K ($304K)
Q4 2024
Legacy Private Trust Co. Shares Held: 59.6K ($4.03M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 104K ($7.05M)
Q3 2024
River Front Investment Group, LLC Shares Held: 30.5K ($2.06M)
Q3 2024
Raymond James & Associates Shares Held: 28.7K ($1.94M)

About ZROZ

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