Institutional shares held 139 Million
0 calls
0 puts
Total value of holdings $4.98B
$0 calls
$0 puts
# of Institutions 419


Latest Institutional Activity in HEFA

Top Purchases

Q4 2024
Cx Institutional Shares Held: 1.23M ($44.3M)
Q4 2024
Act Wealth Management, LLC Shares Held: 480K ($17.2M)
Q4 2024
Lighthouse Wealth Management Inc. Shares Held: 335K ($12M)
Q4 2024
Cvfg LLC Shares Held: 87.9K ($3.15M)
Q4 2024
Verde Capital Management Shares Held: 595K ($21.3M)

Top Sells

Q4 2024
Ronald Blue Trust, Inc. Shares Held: 2.12K ($76.1K)
Q4 2024
Foresight Capital Management Advisors, Inc. Shares Held: 124K ($4.44M)
Q4 2024
Cypress Wealth Services, LLC Shares Held: 14.4K ($515K)
Q4 2024
Strategic Blueprint, LLC Shares Held: 172K ($6.16M)
Q4 2024
Rfg Advisory, LLC Shares Held: 136K ($4.88M)

About HEFA

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