Institutional shares held 222 Million
0 calls
0 puts
Total value of holdings $7.15B
$0 calls
$0 puts
# of Institutions 399


Latest Institutional Activity in DUHP

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 1.43M ($46.5M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 6.13M ($200M)
Q1 2025
Retirement Solution Inc. Shares Held: 1.28M ($41.6M)
Q1 2025
Heritage Wealth Management, Inc./Texas Shares Held: 315K ($10.2M)
Q1 2025
Tci Wealth Advisors, Inc. Shares Held: 1.01M ($32.9M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 35M ($1.14B)
Q1 2025
Better Wealth, LLC Shares Held: 149K ($4.86M)
Q1 2025
Financial Consulate, Inc Shares Held: 895K ($29.1M)
Q1 2025
Black Point Wealth Management Shares Held: 11.8K ($383K)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 1.12M ($36.3M)

About DUHP

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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