Institutional shares held 6.56 Million
100 calls
0 puts
Total value of holdings $404M
$6K calls
$0 puts
# of Institutions 140


Latest Institutional Activity in FDLO

Top Purchases

Q4 2024
Tempus Wealth Planning, LLC Shares Held: 27.7K ($1.71M)
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 17.2K ($1.07M)
Q4 2024
Mechanics Bank Trust Department Shares Held: 62.7K ($3.87M)
Q4 2024
Brookstone Capital Management Shares Held: 7.63K ($471K)
Q4 2024
Sound Income Strategies, LLC Shares Held: 337 ($20.8K)

Top Sells

Q4 2024
Ameritas Advisory Services, LLC Shares Held: 262K ($16.2M)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 5K ($309K)
Q4 2024
Westside Investment Management, Inc. Shares Held: 15.7K ($969K)
Q4 2024
Abundance Wealth Counselors Shares Held: 195K ($12M)
Q4 2024
Ars Wealth Advisors Group, LLC Shares Held: 4.77K ($295K)

About FDLO

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