Institutional shares held 6.58 Million
0 calls
0 puts
Total value of holdings $272M
$0 calls
$0 puts
# of Institutions 99

Latest Institutional Activity in DFIP

Top Purchases

Q2 2024
Physician Wealth Solutions Inc. Shares Held: 145K ($5.97M)
Q2 2024
Great Valley Advisor Group, Inc. Shares Held: 16.2K ($668K)
Q2 2024
Lynx Investment Advisory Shares Held: 7.16K ($296K)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 6.57K ($271K)
Q2 2024
Aspire Private Capital, LLC Shares Held: 4.06K ($167K)

Top Sells

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 47.9K ($1.98M)
Q2 2024
Five Oceans Advisors Shares Held: 203K ($8.38M)
Q2 2024
Apella Capital, LLC Shares Held: 134K ($5.54M)
Q2 2024
Global Trust Asset Management, LLC Shares Held: 5.48K ($226K)
Q1 2024
Root Financial Partners, LLC Shares Held: 83.2K ($3.43M)

About DFIP

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