Institutional shares held 9.36 Million
0 calls
0 puts
Total value of holdings $610M
$0 calls
$0 puts
# of Institutions 137


Latest Institutional Activity in SPGM

Top Purchases

Q4 2024
Investment Planning Advisors, Inc. Shares Held: 24.7K ($1.61M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 12.8K ($832K)
Q4 2024
Strategic Wealth Investment Group, LLC Shares Held: 11.5K ($750K)
Q4 2024
Advance Capital Management, Inc. Shares Held: 349K ($22.8M)
Q4 2024
Lvw Advisors, LLC Shares Held: 82.7K ($5.39M)

Top Sells

Q4 2024
Golden State Wealth Management, LLC Shares Held: 0 ($0)
Q4 2024
Flagship Harbor Advisors, LLC Shares Held: 23.9K ($1.56M)
Q4 2024
Unique Wealth, LLC Shares Held: 103K ($6.72M)
Q4 2024
Merit Financial Group, LLC Shares Held: 11.8K ($771K)
Q4 2024
Rfg Advisory, LLC Shares Held: 9.43K ($614K)

About SPGM

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