Institutional shares held 10.3 Million
0 calls
0 puts
Total value of holdings $425M
$0 calls
$0 puts
# of Institutions 105


Latest Institutional Activity in DFIP

Top Purchases

Q3 2024
Kfg Wealth Management, LLC Shares Held: 103K ($4.25M)
Q3 2024
Leading Edge Financial Planning LLC Shares Held: 248K ($10.2M)
Q3 2024
Geometric Wealth Advisors Shares Held: 430K ($17.7M)
Q3 2024
Fundamentun, LLC Shares Held: 213K ($8.78M)
Q3 2024
Heirloom Wealth Management Shares Held: 991K ($40.9M)

Top Sells

Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 32.2K ($1.33M)
Q3 2024
Total Wealth Planning, LLC Shares Held: 25.7K ($1.06M)
Q3 2024
Allworth Financial LP Shares Held: 28K ($1.15M)
Q3 2024
Two West Capital Advisors LLC Shares Held: 8.99K ($371K)
Q3 2024
Apella Capital, LLC Shares Held: 133K ($5.5M)

About DFIP

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