Institutional shares held 5.84 Million
0 calls
0 puts
Total value of holdings $208M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in DDWM

Top Purchases

Q4 2024
Oregon Pacific Wealth Management, LLC Shares Held: 28.4K ($1.02M)
Q4 2024
Money Concepts Capital Corp Shares Held: 9.04K ($324K)
Q4 2024
Ritholtz Wealth Management Shares Held: 7.32K ($262K)
Q4 2024
Occidental Asset Management, LLC Shares Held: 79.6K ($2.85M)
Q4 2024
Ffg Retirement Advisors LLC Shares Held: 123K ($4.41M)

Top Sells

Q4 2024
Fundamentun, LLC Shares Held: 587K ($21M)
Q4 2024
Stratos Wealth Advisors, LLC Shares Held: 24.6K ($880K)
Q4 2024
Nbc Securities, Inc. Shares Held: 24 ($859)
Q4 2024
Atomi Financial Group, Inc. Shares Held: 41.1K ($1.47M)
Q4 2024
Apeiron Ria LLC Shares Held: 7.07K ($253K)

About DDWM

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