Institutional shares held 1.03 Million
0 calls
0 puts
Total value of holdings $135M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in SHE

Top Purchases

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 3.4K ($443K)
Q4 2025
Silverlake Wealth Management LLC Shares Held: 1.61K ($210K)
Q4 2025
Monument Group Wealth Advisors, LLC Shares Held: 1.55K ($202K)
Q4 2025
South Shore Capital Advisors Shares Held: 3.94K ($513K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 923 ($120K)

Top Sells

Q4 2025
Albion Financial Group Shares Held: 45.1K ($5.88M)
Q4 2025
Sowell Financial Services LLC Shares Held: 1.72K ($224K)
Q4 2025
Assetmark, Inc Shares Held: 1.78K ($232K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.51K ($718K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 37.8K ($4.92M)

About SHE

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