Institutional shares held 196 Million
0 calls
0 puts
Total value of holdings $3.48B
$0 calls
$0 puts
# of Institutions 454


Latest Institutional Activity in FPE

Top Purchases

Q4 2024
Falcon Wealth Planning Shares Held: 1.08M ($19.2M)
Q4 2024
Advisory Alpha, LLC Shares Held: 658K ($11.7M)
Q4 2024
Seros Financial, LLC Shares Held: 401K ($7.13M)
Q4 2024
Hickory Asset Management, Inc. Shares Held: 144K ($2.55M)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 735K ($13.1M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 86.2K ($1.53M)
Q4 2024
Choice Wealth Advisors, LLC Shares Held: 23.3K ($413K)
Q4 2024
Park National Corp Shares Held: 2.71M ($48.2M)
Q4 2024
Nbc Securities, Inc. Shares Held: 94 ($1.67K)
Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 397K ($7.06M)

About FPE

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