Institutional shares held 11 Million
0 calls
0 puts
Total value of holdings $613M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in FVAL

Top Purchases

Q1 2025
High Probability Advisors, LLC Shares Held: 378K ($21M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 174K ($9.66M)
Q1 2025
Bouvel Investment Partners, LLC Shares Held: 50.1K ($2.78M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 1.24K ($68.8K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 87 ($4.83K)

Top Sells

Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 10.7K ($594K)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 5.32K ($295K)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 4.7K ($261K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.1K ($619K)
Q1 2025
Avaii Wealth Management, LLC Shares Held: 4.57K ($254K)

About FVAL

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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