Institutional shares held 17.8 Million
0 calls
0 puts
Total value of holdings $1.26B
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in SMLF

Top Purchases

Q4 2024
Charles Schwab Investment Management Inc Shares Held: 469K ($33.2M)
Q4 2024
Family Office Research LLC Shares Held: 203K ($14.3M)
Q4 2024
Wells Fargo & Company Shares Held: 1.63M ($115M)
Q4 2024
Exchange Traded Concepts, LLC Shares Held: 140K ($9.88M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 158K ($11.1M)

Top Sells

Q4 2024
Strategic Financial Services, Inc, Shares Held: 3.57M ($252M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 179K ($12.6M)
Q4 2024
Geo Wealth Management, LLC Shares Held: 222K ($15.7M)
Q4 2024
Valmark Advisers, Inc. Shares Held: 334K ($23.6M)
Q4 2024
Westover Capital Advisors, LLC Shares Held: 20.7K ($1.46M)

About SMLF

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