Institutional shares held 13.1 Million
0 calls
0 puts
Total value of holdings $847M
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in FVAL

Top Purchases

Q4 2024
Sagespring Wealth Partners, LLC Shares Held: 1.95M ($126M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 2.23M ($144M)
Q4 2024
Mai Capital Management Shares Held: 152K ($9.81M)
Q4 2024
Kestra Private Wealth Services, LLC Shares Held: 85.7K ($5.55M)
Q4 2024
Lpl Financial LLC Shares Held: 190K ($12.3M)

Top Sells

Q4 2024
Dynasty Wealth Management, LLC Shares Held: 2.04M ($132M)
Q4 2024
Goodwin Investment Advisory Shares Held: 190K ($12.3M)
Q4 2024
Prism Advisors, Inc. Shares Held: 92.6K ($6M)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 27.6K ($1.79M)
Q4 2024
Patriot Financial Group Insurance Agency, LLC Shares Held: 45.7K ($2.96M)

About FVAL

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