Institutional shares held 1.03 Million
0 calls
0 puts
Total value of holdings $134M
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in SHE

Top Purchases

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 3.4K ($443K)
Q4 2025
Silverlake Wealth Management LLC Shares Held: 1.61K ($210K)
Q4 2025
Gradient Investments LLC Shares Held: 6.71K ($874K)
Q4 2025
Sincerus Advisory, LLC Shares Held: 1.57K ($205K)
Q3 2025
Rock Creek Group, LP Shares Held: 180K ($23.4M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.51K ($718K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 37.8K ($4.92M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.84K ($240K)
Q3 2025
Ameriprise Financial Inc Shares Held: 3.66K ($477K)
Q3 2025
Bank Of America Corp Shares Held: 51.3K ($6.69M)

About SHE

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