Institutional shares held 5.17 Million
0 calls
0 puts
Total value of holdings $297M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in EFIV

Top Purchases

Q4 2024
Principal Financial Group Inc Shares Held: 225K ($12.9M)
Q4 2024
Soa Wealth Advisors, Llc. Shares Held: 137K ($7.89M)
Q4 2024
Verus Wealth Management, LLC Shares Held: 8.9K ($511K)
Q4 2024
Tompkins Financial Corp Shares Held: 7.14K ($410K)
Q4 2024
Private Advisor Group, LLC Shares Held: 241K ($13.8M)

Top Sells

Q4 2024
Laurel Wealth Planning LLC Shares Held: 213K ($12.2M)
Q4 2024
Armbruster Capital Management, Inc. Shares Held: 30.7K ($1.76M)
Q4 2024
Focus Financial Network, Inc. Shares Held: 19.7K ($1.13M)
Q4 2024
Marshall Financial Group LLC Shares Held: 6.07K ($348K)
Q4 2024
Retirement Income Solutions, Inc Shares Held: 13.6K ($780K)

About EFIV

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