Institutional shares held 5.95 Million
0 calls
0 puts
Total value of holdings $202M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in DDWM

Top Purchases

Q3 2024
Pensionmark Financial Group, LLC Shares Held: 333K ($11.3M)
Q3 2024
Tidemark, LLC Shares Held: 270K ($9.19M)
Q3 2024
Jane Street Group, LLC Shares Held: 123K ($4.19M)
Q3 2024
Fundamentun, LLC Shares Held: 656K ($22.3M)
Q3 2024
Atria Investments LLC Shares Held: 112K ($3.8M)

Top Sells

Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 529K ($18M)
Q3 2024
Ae Wealth Management LLC Shares Held: 12K ($409K)
Q3 2024
Bank Of America Corp Shares Held: 84.2K ($2.87M)
Q3 2024
Stratos Wealth Advisors, LLC Shares Held: 72K ($2.45M)
Q3 2024
Rooted Wealth Advisors, Inc. Shares Held: 6.47K ($220K)

About DDWM

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