Institutional shares held 11.4 Million
0 calls
0 puts
Total value of holdings $662M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in FVAL

Top Purchases

Q1 2025
Avidian Wealth Solutions, LLC Shares Held: 252K ($14.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.3M ($75.9M)
Q1 2025
High Probability Advisors, LLC Shares Held: 378K ($22M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 174K ($10.1M)
Q1 2025
Colonial River Wealth Management, LLC Shares Held: 4.29K ($250K)

Top Sells

Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 10.7K ($622K)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 5.32K ($310K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 34.6K ($2.02M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 24.6K ($1.43M)
Q1 2025
Custos Family Office, LLC Shares Held: 319K ($18.6M)

About FVAL

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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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