Institutional shares held 6.6 Million
0 calls
0 puts
Total value of holdings $269M
$0 calls
$0 puts
# of Institutions 98


Latest Institutional Activity in DFIP

Top Purchases

Q1 2024
Heirloom Wealth Management Shares Held: 844K ($34.5M)
Q1 2024
Fundamentun, LLC Shares Held: 86.4K ($3.53M)
Q1 2024
Rather & Kittrell, Inc. Shares Held: 267K ($10.9M)
Q1 2024
Citadel Advisors LLC Shares Held: 49.5K ($2.02M)
Q1 2024
Level Financial Advisors, Inc. Shares Held: 79.1K ($3.23M)

Top Sells

Q1 2024
Root Financial Partners, LLC Shares Held: 83.2K ($3.4M)
Q1 2024
Annapolis Financial Services, LLC Shares Held: 11.5K ($468K)
Q1 2024
Cpa Asset Management LLC Shares Held: 397K ($16.2M)
Q1 2024
Apella Capital, LLC Shares Held: 140K ($5.7M)
Q1 2024
Klingman & Associates, LLC Shares Held: 87.9K ($3.59M)

About DFIP

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