Institutional shares held 271 Million
0 calls
0 puts
Total value of holdings $14.5B
$0 calls
$0 puts
# of Institutions 517


Latest Institutional Activity in DYNF

Top Purchases

Q4 2024
Lpl Financial LLC Shares Held: 25.1M ($1.32B)
Q4 2024
Dynasty Wealth Management, LLC Shares Held: 4.78M ($251M)
Q4 2024
Sagespring Wealth Partners, LLC Shares Held: 4.51M ($237M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 17.5M ($917M)
Q4 2024
Ameriprise Financial Inc Shares Held: 4.33M ($227M)

Top Sells

Q4 2024
Envestnet Asset Management Inc Shares Held: 65M ($3.42B)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 1.26M ($65.9M)
Q4 2024
Cwm, LLC Shares Held: 8.42M ($443M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 9.72M ($510M)
Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 485K ($25.5M)

About DYNF

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