Institutional shares held 5.99 Million
0 calls
0 puts
Total value of holdings $262M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in DFEB

Top Purchases

Q1 2025
Precedent Wealth Partners, LLC Shares Held: 237K ($10.4M)
Q1 2025
Atria Investments LLC Shares Held: 83.3K ($3.64M)
Q1 2025
Cwm, LLC Shares Held: 143K ($6.25M)
Q1 2025
Holistic Planning, LLC Shares Held: 75.7K ($3.31M)
Q1 2025
Uniting Wealth Partners, LLC Shares Held: 74.3K ($3.25M)

Top Sells

Q1 2025
Ae Wealth Management LLC Shares Held: 7.66K ($335K)
Q1 2025
Raymond James Financial Inc Shares Held: 170K ($7.42M)
Q1 2025
Captrust Financial Advisors Shares Held: 14.7K ($643K)
Q1 2025
Harbour Investments, Inc. Shares Held: 71.5K ($3.13M)
Q1 2025
Beacon Financial Group Shares Held: 100K ($4.38M)

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