Institutional shares held 8.44 Million
0 calls
0 puts
Total value of holdings $303M
$0 calls
$0 puts
# of Institutions 93


Latest Institutional Activity in WWJD

Top Purchases

Q4 2025
Trust Point Inc. Shares Held: 55.7K ($2M)
Q4 2025
Legacy Wealth Asset Management, LLC Shares Held: 265K ($9.52M)
Q4 2025
Optivise Advisory Services LLC Shares Held: 20.6K ($740K)
Q4 2025
Clear Creek Financial Management, LLC Shares Held: 5.5K ($197K)
Q4 2025
Silver Oak Securities, Inc Shares Held: 131K ($4.7M)

Top Sells

Q4 2025
Hfg Wealth Management, LLC Shares Held: 8.33K ($299K)
Q3 2025
One Ascent Financial Services LLC Shares Held: 89.9K ($3.22M)
Q3 2025
Ambassador Advisors, LLC Shares Held: 446K ($16M)
Q3 2025
Turning Point Benefit Group, Inc. Shares Held: 283K ($10.2M)
Q3 2025
Belpointe Asset Management LLC Shares Held: 66.4K ($2.38M)

About WWJD

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