Institutional shares held 199 Million
10.6K calls
27K puts
Total value of holdings $18.1B
$960K calls
$2.45M puts
# of Institutions 1,293


Latest Institutional Activity in USMV

Top Purchases

Q4 2024
Ibex Wealth Advisors Shares Held: 61.7K ($5.59M)
Q4 2024
Park Avenue Securities LLC Shares Held: 238K ($21.6M)
Q4 2024
Fragasso Group Inc. Shares Held: 460K ($41.7M)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 87.2K ($7.91M)
Q4 2024
Baring Financial LLC Shares Held: 22.6K ($2.04M)

Top Sells

Q4 2024
Manning & Napier Advisors LLC Shares Held: 41.1K ($3.73M)
Q4 2024
Financial Enhancement Group LLC Shares Held: 35.6K ($3.22M)
Q4 2024
Astoria Portfolio Advisors Llc. Shares Held: 3.74K ($339K)
Q4 2024
Apella Capital, LLC Shares Held: 265K ($24M)
Q4 2024
Wealth Management Resources, Inc. Shares Held: 137K ($12.4M)

About USMV

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