Institutional shares held 10.2 Million
0 calls
0 puts
Total value of holdings $424M
$0 calls
$0 puts
# of Institutions 105


Latest Institutional Activity in DFIP

Top Purchases

Q3 2024
Kfg Wealth Management, LLC Shares Held: 103K ($4.28M)
Q3 2024
Fundamentun, LLC Shares Held: 213K ($8.84M)
Q3 2024
Heirloom Wealth Management Shares Held: 991K ($41.2M)
Q3 2024
Level Financial Advisors, Inc. Shares Held: 133K ($5.51M)
Q3 2024
Better Wealth, LLC Shares Held: 156K ($6.48M)

Top Sells

Q3 2024
Total Wealth Planning, LLC Shares Held: 25.7K ($1.07M)
Q3 2024
Two West Capital Advisors LLC Shares Held: 8.99K ($373K)
Q3 2024
Apella Capital, LLC Shares Held: 133K ($5.54M)
Q3 2024
Saxony Capital Management, LLC Shares Held: 67.1K ($2.79M)
Q3 2024
Mgo One Seven LLC Shares Held: 4.74K ($197K)

About DFIP

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