Institutional shares held 621,506
0 calls
0 puts
Total value of holdings $42.1M
$0 calls
$0 puts
# of Institutions 44


Latest Institutional Activity in CWS

Top Purchases

Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 4.56K ($309K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 3.29K ($223K)
Q3 2024
Bay Colony Advisory Group, Inc D Shares Held: 3.16K ($214K)
Q3 2024
Nbc Securities, Inc. Shares Held: 685 ($46.4K)
Q3 2024
True Wealth Advisors, LLC Shares Held: 4.46K ($302K)

Top Sells

Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 80 ($5.42K)
Q3 2024
Mason & Associates Inc Shares Held: 35.7K ($2.42M)
Q3 2024
Spreng Capital Management, Inc. Shares Held: 6.91K ($468K)
Q3 2024
Zimmermann Investment Management & Planning LLC Shares Held: 21K ($1.42M)
Q3 2024
Compass Ion Advisors, LLC Shares Held: 3.1K ($210K)

About CWS

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