Institutional shares held 199 Million
100 calls
100 puts
Total value of holdings $5.45B
$2K calls
$2K puts
# of Institutions 327


Latest Institutional Activity in DFIC

Top Purchases

Q2 2024
Apella Capital, LLC Shares Held: 1.74M ($47.6M)
Q2 2024
Simplicity Wealth,Llc Shares Held: 497K ($13.6M)
Q2 2024
Versant Capital Management, Inc Shares Held: 243K ($6.63M)
Q2 2024
Park Avenue Securities LLC Shares Held: 1.57M ($43.1M)
Q2 2024
Sjs Investment Consulting Inc. Shares Held: 1.54M ($42.1M)

Top Sells

Q2 2024
Arden Trust CO Shares Held: 1.12M ($30.7M)
Q2 2024
Great Waters Wealth Management Shares Held: 1.53M ($41.8M)
Q2 2024
Five Oceans Advisors Shares Held: 169K ($4.61M)
Q2 2024
Live Oak Private Wealth LLC Shares Held: 85.9K ($2.35M)
Q2 2024
Sax Wealth Advisors, LLC Shares Held: 18.6K ($507K)

About DFIC

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