Institutional shares held 12.6 Million
0 calls
0 puts
Total value of holdings $834M
$0 calls
$0 puts
# of Institutions 192


Latest Institutional Activity in PWV

Top Purchases

Q4 2025
Stonebridge Wealth Management, LLC Shares Held: 7.08K ($469K)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 6.18K ($410K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 1.29K ($85.5K)
Q4 2025
Yankcom Partnership Shares Held: 1.08K ($71.3K)
Q4 2025
Simpli Fi, Inc. Shares Held: 9.51K ($630K)

Top Sells

Q4 2025
Philip James Wealth Mangement, LLC Shares Held: 14.8K ($979K)
Q4 2025
Fundamentun, LLC Shares Held: 153K ($10.1M)
Q4 2025
Spire Wealth Management Shares Held: 30.7K ($2.03M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.77K ($449K)
Q4 2025
Nestegg Advisors, Inc. Shares Held: 3.37K ($223K)

About PWV

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