Institutional shares held 11 Million
0 calls
0 puts
Total value of holdings $651M
$0 calls
$0 puts
# of Institutions 160


Latest Institutional Activity in PWV

Top Purchases

Q4 2024
Atlas Private Wealth Advisors Shares Held: 277K ($16.4M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 10.4K ($614K)
Q4 2024
Wedmont Private Capital Shares Held: 6.22K ($368K)
Q4 2024
Willner & Heller, LLC Shares Held: 25K ($1.48M)
Q4 2024
Rda Financial Network Shares Held: 6.35K ($376K)

Top Sells

Q4 2024
Ullmann Wealth Partners Group, LLC Shares Held: 120K ($7.08M)
Q4 2024
Arkadios Wealth Advisors Shares Held: 118K ($6.96M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 24.9K ($1.47M)
Q4 2024
Strategic Investment Advisors Shares Held: 8.91K ($527K)
Q4 2024
Morris Retirement Advisors, LLC Shares Held: 3.66K ($216K)

About PWV

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