Institutional shares held 14.8 Million
0 calls
0 puts
Total value of holdings $988M
$0 calls
$0 puts
# of Institutions 154


Latest Institutional Activity in SMLF

Top Purchases

Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 241K ($16.2M)
Q3 2024
Private Advisor Group, LLC Shares Held: 190K ($12.8M)
Q3 2024
Fox Financial, Inc Shares Held: 211K ($14.1M)
Q3 2024
Fma Wealth Management, LLC Shares Held: 75.4K ($5.06M)
Q3 2024
Ullmann Wealth Partners Group, LLC Shares Held: 560K ($37.5M)

Top Sells

Q3 2024
Cwm, LLC Shares Held: 23.5K ($1.57M)
Q3 2024
Valmark Advisers, Inc. Shares Held: 357K ($24M)
Q3 2024
Farther Finance Advisors, LLC Shares Held: 5.86K ($393K)
Q3 2024
Diversified Trust CO Shares Held: 5.27K ($353K)
Q3 2024
Foster & Motley Inc Shares Held: 17.4K ($1.17M)

About SMLF

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