Institutional shares held 103 Million
3.8K calls
0 puts
Total value of holdings $11.3B
$418K calls
$0 puts
# of Institutions 727


Latest Institutional Activity in SHV

Top Purchases

Q4 2024
Spartan Planning & Wealth Management Shares Held: 33.7K ($3.71M)
Q4 2024
Innova Wealth Partners Shares Held: 7.14K ($787K)
Q4 2024
Cva Family Office, LLC Shares Held: 25.3K ($2.78M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.09M ($120M)
Q4 2024
Private Client Services, LLC Shares Held: 2.23K ($246K)

Top Sells

Q4 2024
Org Partners LLC Shares Held: 6.81K ($751K)
Q4 2024
Weaver Consulting Group Shares Held: 44.2K ($4.88M)
Q4 2024
Rmr Wealth Builders Shares Held: 2.87K ($317K)
Q4 2024
Diversified Trust CO Shares Held: 3.99K ($440K)
Q3 2024
Hansen & Associates Financial Group, Inc. Shares Held: 679K ($74.8M)

About SHV

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