Institutional shares held 23.4 Million
0 calls
0 puts
Total value of holdings $654M
$0 calls
$0 puts
# of Institutions 220


Latest Institutional Activity in FREL

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 7.94M ($221M)
Q4 2024
Demars Financial Group, LLC Shares Held: 316K ($8.82M)
Q4 2024
Ae Wealth Management LLC Shares Held: 891K ($24.8M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 567K ($15.8M)
Q4 2024
Raymond James Financial Inc Shares Held: 115K ($3.22M)

Top Sells

Q4 2024
Life Planning Partners, Inc Shares Held: 42.9K ($1.19M)
Q4 2024
Galvin, Gaustad & Stein, LLC Shares Held: 11.9K ($332K)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 1.31M ($36.6M)
Q4 2024
Independent Solutions Wealth Management, LLC Shares Held: 113K ($3.15M)
Q4 2024
Sigma Planning Corp Shares Held: 11.1K ($309K)

About FREL

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