Institutional shares held 21.9 Million
2.5K calls
1.8K puts
Total value of holdings $2.47B
$282K calls
$203K puts
# of Institutions 341


Latest Institutional Activity in ACWV

Top Purchases

Q4 2024
Valmark Advisers, Inc. Shares Held: 31K ($3.48M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 78.9K ($8.84M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 21.4K ($2.4M)
Q4 2024
Aspiriant, LLC Shares Held: 2.43M ($272M)
Q4 2024
Rik Saylor Financial, Inc. Shares Held: 11.2K ($1.25M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 7.96K ($892K)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 6.46K ($724K)
Q4 2024
Cadent Capital Advisors, LLC Shares Held: 34.6K ($3.88M)
Q4 2024
Veery Capital, LLC Shares Held: 1.89K ($211K)
Q4 2024
Summit Wealth Partners, LLC Shares Held: 3.73K ($418K)

About ACWV

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