Institutional shares held 596,458
0 calls
0 puts
Total value of holdings $23.2M
$0 calls
$0 puts
# of Institutions 31


Latest Institutional Activity in JULZ

Top Purchases

Q4 2024
B.O.S.S. Retirement Advisors, LLC Shares Held: 20.6K ($801K)
Q4 2024
Elevated Capital Advisors, LLC Shares Held: 14.2K ($554K)
Q4 2024
Capital Investment Advisory Services, LLC Shares Held: 7.58K ($295K)
Q4 2024
Weaver Consulting Group Shares Held: 14.2K ($552K)
Q4 2024
Decker Retirement Planning Inc. Shares Held: 52 ($2.02K)

Top Sells

Q4 2024
Mid American Wealth Advisory Group, Inc. Shares Held: 102K ($3.96M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 10.9K ($422K)
Q3 2024
Summit Wealth Partners, LLC Shares Held: 18.7K ($728K)
Q3 2024
Valtinson Bruner Financial Planning LLC Shares Held: 60.1K ($2.34M)
Q3 2024
Great Lakes Retirement, Inc. Shares Held: 8.28K ($322K)

About JULZ

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