Institutional shares held 169 Million
400 calls
0 puts
Total value of holdings $6.25B
$14K calls
$0 puts
# of Institutions 512


Latest Institutional Activity in DFIV

Top Purchases

Q2 2024
Falcon Wealth Planning Shares Held: 1.81M ($67M)
Q2 2024
Riversedge Advisors, LLC Shares Held: 432K ($16M)
Q2 2024
Fiduciary Financial Group, LLC Shares Held: 404K ($14.9M)
Q2 2024
Cwm, LLC Shares Held: 96.2K ($3.55M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 1.73M ($63.8M)

Top Sells

Q2 2024
First Command Advisory Services, Inc. Shares Held: 348K ($12.9M)
Q2 2024
Mc Glone Suttner Wealth Management, Inc. Shares Held: 558K ($20.6M)
Q2 2024
Brookstone Capital Management Shares Held: 31.7K ($1.17M)
Q2 2024
1900 Wealth Management LLC Shares Held: 160K ($5.92M)
Q2 2024
Laurel Wealth Planning LLC Shares Held: 116K ($4.27M)

About DFIV

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