Institutional shares held 5.64 Million
0 calls
0 puts
Total value of holdings $237M
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in DFEB

Top Purchases

Q1 2025
Precedent Wealth Partners, LLC Shares Held: 237K ($9.96M)
Q1 2025
Cwm, LLC Shares Held: 143K ($6.01M)
Q1 2025
Holistic Planning, LLC Shares Held: 75.7K ($3.18M)
Q1 2025
Uniting Wealth Partners, LLC Shares Held: 74.3K ($3.12M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 67.8K ($2.85M)

Top Sells

Q1 2025
Beacon Financial Group Shares Held: 100K ($4.21M)
Q1 2025
Jim Saulnier & Associates, LLC Shares Held: 10K ($421K)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 13.6K ($570K)
Q1 2025
Columbus Macro, LLC Shares Held: 13.2K ($555K)
Q1 2025
Sovereign Financial Group, Inc. Shares Held: 13K ($547K)

About DFEB

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