Institutional shares held 4.33 Million
0 calls
0 puts
Total value of holdings $171M
$0 calls
$0 puts
# of Institutions 96


Latest Institutional Activity in UAUG

Top Purchases

Q4 2025
Brookstone Capital Management Shares Held: 1.68M ($66M)
Q4 2025
Spire Wealth Management Shares Held: 60.1K ($2.37M)
Q4 2025
Chris Bulman Inc Shares Held: 6.75K ($266K)
Q4 2025
Accurate Wealth Management, LLC Shares Held: 9.47K ($373K)
Q3 2025
Raymond James Financial Inc Shares Held: 286K ($11.3M)

Top Sells

Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 139K ($5.48M)
Q4 2025
Hiley Hunt Wealth Management Shares Held: 11.1K ($439K)
Q4 2025
Kfg Wealth Management, LLC Shares Held: 131K ($5.18M)
Q4 2025
Diligent Investors, LLC Shares Held: 8.5K ($335K)
Q4 2025
Mbl Wealth, LLC Shares Held: 129K ($5.09M)

About UAUG

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