Institutional shares held 151 Million
2.7K calls
5.8K puts
Total value of holdings $13.4B
$239K calls
$515K puts
# of Institutions 811


Latest Institutional Activity in DGRW

Top Purchases

Q4 2025
Impact Capital Partners LLC Shares Held: 9.7K ($861K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 53.6K ($4.76M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.23M ($109M)
Q4 2025
Park Avenue Securities LLC Shares Held: 57.5K ($5.11M)
Q4 2025
Fragasso Group Inc. Shares Held: 27.1K ($2.41M)

Top Sells

Q4 2025
Iam Advisory, LLC Shares Held: 662K ($58.8M)
Q4 2025
Melone Private Wealth, LLC Shares Held: 62.9K ($5.59M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 145K ($12.9M)
Q4 2025
Eagle Wealth Strategies LLC Shares Held: 197K ($17.5M)
Q4 2025
Stonebridge Wealth Management, LLC Shares Held: 15.8K ($1.41M)

About DGRW

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