NeoVolta (NEOV) Institutional Ownership → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) Free NEOV Stock Alerts $2.71 +0.06 (+2.26%) (As of 05/10/2024 ET) Add Compare Share Share OwnershipStock AnalysisChartCompetitorsEarningsFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisChartCompetitorsEarningsFinancialsHeadlinesOwnershipSEC FilingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for NeoVolta (NASDAQ:NEOV)CurrentInstitutional OwnershipPercentage5.11%Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$498.53KNumber ofInstitutional Sellers(last 12 months)0 Get NEOV Insider Trade Alerts Want to know when executives and insiders are buying or selling NeoVolta stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data NEOV Institutional Buying and Selling by Quarter Ad Gold Safe ExchangeTrump’s “Tax Free” Retirement Strategy Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.Protect your retirement savings from the inevitable devaluation of the dollar… NeoVolta Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/9/2023 BIP Wealth LLC200,214$499K0.0%N/A0.602% 4/14/2023AE Wealth Management LLC63,289$162K0.0%+17.3%0.191% 2/14/2023Susquehanna International Group LLP10,230$29K0.0%N/A0.031% 1/10/2023 UMB Bank n.a.35,715$100K0.0%N/A0.109% 11/15/2022 Traynor Capital Management Inc.14,500$72K0.0%N/A0.044% 10/25/2022AE Wealth Management LLC53,965$271K0.0%N/A0.165% 10/17/2022 Cambridge Investment Research Advisors Inc.55,362$278K0.0%N/A0.169% 10/13/2022Gofen & Glossberg LLC IL20,000$101K0.0%N/A0.061% 10/6/2022 Pure Financial Advisors LLC10,753$54K0.0%N/A0.033% (Data available from 1/1/2016 forward) NEOV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of NEOV shares? During the previous two years, the following institutional investors and hedge funds held shares of NeoVolta shares: BIP Wealth LLC ($499K), Cambridge Investment Research Advisors Inc. ($278K), AE Wealth Management LLC ($162K), Gofen & Glossberg LLC IL ($101K), UMB Bank n.a. ($100K), Traynor Capital Management Inc. ($72K), and Pure Financial Advisors LLC ($54K).Learn more on NEOV's institutional investors. What percentage of NeoVolta stock is owned by institutional investors? 5.11% of NeoVolta stock is owned by institutional investors. Learn more on NEOV's institutional investor holdings. Which institutional investors have been buying NeoVolta stock? The following institutional investors have purchased NeoVolta stock in the last 24 months: BIP Wealth LLC ($200.21K), AE Wealth Management LLC ($63.29K), Cambridge Investment Research Advisors Inc. ($55.36K), UMB Bank n.a. ($35.72K), Gofen & Glossberg LLC IL ($20K), Traynor Capital Management Inc. ($14.50K), and Pure Financial Advisors LLC ($10.75K). How much institutional buying is happening at NeoVolta? Institutional investors have bought a total of 410,063 shares in the last 24 months. This purchase volume represents approximately $1.43M in transactions. 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