Institutional shares held 11.8 Million
0 calls
0 puts
Total value of holdings $739M
$0 calls
$0 puts
# of Institutions 121


Latest Institutional Activity in FVAL

Top Purchases

Q3 2024
Dynasty Wealth Management, LLC Shares Held: 3.58M ($225M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 897K ($56.3M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 915K ($57.5M)
Q3 2024
Custos Family Office, LLC Shares Held: 307K ($19.3M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 1.14M ($71.9M)

Top Sells

Q3 2024
Prism Advisors, Inc. Shares Held: 160K ($10M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 36.7K ($2.31M)
Q3 2024
Halpern Financial, Inc. Shares Held: 156K ($9.78M)
Q3 2024
Bank Of America Corp Shares Held: 138K ($8.66M)
Q3 2024
Susquehanna International Group, LLP Shares Held: 8.91K ($560K)

About FVAL

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