Institutional shares held 7.55 Million
0 calls
0 puts
Total value of holdings $462M
$0 calls
$0 puts
# of Institutions 110


Latest Institutional Activity in FVAL

Top Purchases

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 897K ($55.2M)
Q3 2024
Custos Family Office, LLC Shares Held: 307K ($18.9M)
Q3 2024
Unique Wealth, LLC Shares Held: 32.7K ($2.01M)
Q3 2024
Fischer Investment Strategies, LLC Shares Held: 126K ($7.73M)
Q3 2024
Forbes Financial Planning, Inc. Shares Held: 100K ($6.14M)

Top Sells

Q3 2024
Prism Advisors, Inc. Shares Held: 160K ($9.82M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 36.7K ($2.26M)
Q3 2024
Halpern Financial, Inc. Shares Held: 156K ($9.57M)
Q3 2024
Principal Securities, Inc. Shares Held: 4.03K ($248K)
Q3 2024
Valmark Advisers, Inc. Shares Held: 26.5K ($1.63M)

About FVAL

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