Institutional shares held 8.17 Million
0 calls
3.9K puts
Total value of holdings $466M
$0 calls
$222K puts
# of Institutions 182


Latest Institutional Activity in EWX

Top Purchases

Q4 2024
Citadel Advisors LLC Shares Held: 196K ($11.2M)
Q4 2024
Lpl Financial LLC Shares Held: 342K ($19.5M)
Q4 2024
Raymond James Financial Inc Shares Held: 35.9K ($2.05M)
Q4 2024
Veridan Wealth LLC Shares Held: 27.1K ($1.55M)
Q4 2024
Wells Fargo & Company Shares Held: 202K ($11.5M)

Top Sells

Q4 2024
Life Planning Partners, Inc Shares Held: 6K ($342K)
Q4 2024
Creative Planning Shares Held: 2.41M ($138M)
Q4 2024
Bank Of America Corp Shares Held: 777K ($44.3M)
Q4 2024
N.E.W. Advisory Services LLC Shares Held: 118K ($6.74M)
Q4 2024
Johnson Financial Group, LLC Shares Held: 77K ($4.4M)

About EWX

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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