Institutional shares held 1.09 Million
0 calls
0 puts
Total value of holdings $25.2M
$0 calls
$0 puts
# of Institutions 25


Latest Institutional Activity in ROAM

Top Purchases

Q4 2024
Fermata Advisors, LLC Shares Held: 30K ($696K)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 22.5K ($522K)
Q4 2024
Synergy Asset Management, LLC Shares Held: 379 ($8.79K)
Q3 2024
Stratos Wealth Partners, Ltd. Shares Held: 229K ($5.32M)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 97.2K ($2.26M)

Top Sells

Q3 2024
Wells Fargo & Company Shares Held: 16.2K ($377K)
Q3 2024
Flow Traders U.S. LLC Shares Held: 43.6K ($1.01M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 18K ($418K)
Q3 2024
Mfa Wealth Advisors, LLC Shares Held: 219 ($5.08K)
Q3 2024
Morgan Stanley Shares Held: 1 ($23.2)

About ROAM

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