Institutional shares held 168 Million
0 calls
0 puts
Total value of holdings $4.19B
$0 calls
$0 puts
# of Institutions 539


Latest Institutional Activity in DFAE

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 552K ($13.8M)
Q1 2025
Enterprise Bank & Trust CO Shares Held: 303K ($7.57M)
Q1 2025
Millburn Ridgefield Corp Shares Held: 1.96M ($49M)
Q1 2025
Everhart Financial Group, Inc. Shares Held: 87.8K ($2.19M)
Q1 2025
Edge Financial Advisors LLC Shares Held: 73.3K ($1.83M)

Top Sells

Q1 2025
Mission Wealth Management, LP Shares Held: 938K ($23.4M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.21M ($30.2M)
Q1 2025
Great Waters Wealth Management Shares Held: 376K ($9.37M)
Q1 2025
1900 Wealth Management LLC Shares Held: 68.1K ($1.7M)
Q1 2025
Hfg Wealth Management, LLC Shares Held: 49.6K ($1.24M)

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