Institutional shares held 5.81 Million
0 calls
0 puts
Total value of holdings $150M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in RWX

Top Purchases

Q1 2025
Osborne Partners Capital Management, LLC Shares Held: 1.32M ($34M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 172K ($4.42M)
Q1 2025
Aspiriant, LLC Shares Held: 11.7K ($300K)
Q1 2025
Mission Wealth Management, LP Shares Held: 20.1K ($518K)
Q1 2025
Valmark Advisers, Inc. Shares Held: 31.6K ($813K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 17.3K ($444K)
Q1 2025
Upper Left Wealth Management, LLC Shares Held: 29.2K ($751K)
Q1 2025
Spire Wealth Management Shares Held: 25.7K ($661K)
Q1 2025
Schoolcraft Capital LLC Shares Held: 116K ($2.99M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 21.2K ($545K)

About RWX

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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