Institutional shares held 208 Million
0 calls
0 puts
Total value of holdings $10.5B
$0 calls
$0 puts
# of Institutions 539


Latest Institutional Activity in USFR

Top Purchases

Q4 2024
Matrix Trust CO Shares Held: 706K ($35.6M)
Q4 2024
Morton Capital Management Llc/Ca Shares Held: 1.5M ($75.8M)
Q4 2024
Encompass More Asset Management Shares Held: 599K ($30.2M)
Q4 2024
Melone Private Wealth, LLC Shares Held: 438K ($22.1M)
Q4 2024
M Wealth Management, LLC Shares Held: 157K ($7.93M)

Top Sells

Q4 2024
Annex Advisory Services, LLC Shares Held: 20.1K ($1.01M)
Q4 2024
Capital Planning Advisors, LLC Shares Held: 935K ($47.2M)
Q4 2024
United Asset Strategies, Inc. Shares Held: 409K ($20.6M)
Q4 2024
Lauer Wealth, LLC Shares Held: 374K ($18.9M)
Q4 2024
Global Wealth Strategies & Associates Shares Held: 41.8K ($2.11M)

About USFR

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