Institutional shares held 210 Million
0 calls
0 puts
Total value of holdings $10.6B
$0 calls
$0 puts
# of Institutions 533


Latest Institutional Activity in USFR

Top Purchases

Q4 2024
Spartan Planning & Wealth Management Shares Held: 24.3K ($1.22M)
Q4 2024
Org Partners LLC Shares Held: 13.3K ($670K)
Q4 2024
Private Client Services, LLC Shares Held: 6.04K ($304K)
Q4 2024
Versant Capital Management, Inc Shares Held: 3.8K ($192K)
Q4 2024
Weaver Consulting Group Shares Held: 11.3K ($570K)

Top Sells

Q4 2024
Global Wealth Strategies & Associates Shares Held: 41.8K ($2.11M)
Q4 2024
Cva Family Office, LLC Shares Held: 125 ($6.3K)
Q4 2024
Fortitude Family Office, LLC Shares Held: 67K ($3.38M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 847K ($42.7M)
Q4 2024
Bruce G. Allen Investments, LLC Shares Held: 431 ($21.7K)

About USFR

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