Institutional shares held 4.33 Million
0 calls
0 puts
Total value of holdings $171M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in UAUG

Top Purchases

Q4 2025
Spire Wealth Management Shares Held: 60.1K ($2.37M)
Q4 2025
Chris Bulman Inc Shares Held: 6.75K ($266K)
Q4 2025
Accurate Wealth Management, LLC Shares Held: 9.47K ($373K)
Q3 2025
Brookstone Capital Management Shares Held: 1.65M ($65M)
Q3 2025
Raymond James Financial Inc Shares Held: 286K ($11.3M)

Top Sells

Q4 2025
Hiley Hunt Wealth Management Shares Held: 11.1K ($439K)
Q4 2025
Lantz Financial LLC Shares Held: 10.6K ($417K)
Q3 2025
Old Mission Capital LLC Shares Held: 22.4K ($884K)
Q3 2025
Berger Financial Group, Inc Shares Held: 58.1K ($2.29M)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 126K ($4.97M)

About UAUG

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