Institutional shares held 5.63 Million
10.9K calls
4.6K puts
Total value of holdings $188M
$363K calls
$153K puts
# of Institutions 123


Latest Institutional Activity in WCLD

Top Purchases

Q3 2024
Stone Crest Wealth Management, Inc. Shares Held: 38.9K ($1.3M)
Q3 2024
Perigon Wealth Management, LLC Shares Held: 24.8K ($827K)
Q3 2024
Milestone Asset Management, LLC Shares Held: 10.6K ($352K)
Q3 2024
International Assets Investment Management, LLC Shares Held: 5.11K ($170K)
Q3 2024
Raymond James & Associates Shares Held: 135K ($4.49M)

Top Sells

Q3 2024
Meitav Dash Investments LTD Shares Held: 27.2K ($906K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 17.6K ($588K)
Q3 2024
Selective Wealth Management, Inc. Shares Held: 324K ($10.8M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 18.9K ($631K)
Q3 2024
Lodestar Private Asset Management LLC Shares Held: 16.9K ($565K)

About WCLD

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