Institutional shares held 7.64 Million
0 calls
0 puts
Total value of holdings $499M
$0 calls
$0 puts
# of Institutions 156


Latest Institutional Activity in EZM

Top Purchases

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 194K ($12.5M)
Q4 2024
Davenport & CO LLC Shares Held: 549K ($35.5M)
Q4 2024
Consolidated Planning Corp Shares Held: 177K ($11.5M)
Q4 2024
Envision Financial LLC Shares Held: 13.6K ($883K)
Q4 2024
Cathy Pareto & Associates, Inc Shares Held: 10.8K ($700K)

Top Sells

Q4 2024
Truist Financial Corp Shares Held: 449K ($29M)
Q4 2024
Team Financial Group, LLC Shares Held: 12.9K ($834K)
Q4 2024
Great Point Wealth Advisors, LLC Shares Held: 61.1K ($3.95M)
Q4 2024
Oxler Private Wealth LLC Shares Held: 11.3K ($729K)
Q4 2024
Global Retirement Partners, LLC Shares Held: 594 ($38.4K)

About EZM

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