Institutional shares held 36.5 Million
0 calls
0 puts
Total value of holdings $1.72B
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in DFSD

Top Purchases

Q2 2024
Apella Capital, LLC Shares Held: 1.04M ($49.1M)
Q2 2024
Park Avenue Securities LLC Shares Held: 435K ($20.5M)
Q2 2024
Great Waters Wealth Management Shares Held: 957K ($45.2M)
Q2 2024
Sax Wealth Advisors, LLC Shares Held: 526K ($24.8M)
Q2 2024
Ruedi Wealth Management, Inc. Shares Held: 366K ($17.3M)

Top Sells

Q2 2024
Waypoint Capital Advisors, LLC Shares Held: 126K ($5.97M)
Q2 2024
Pioneer Wealth Management Group Shares Held: 106K ($5M)
Q2 2024
Abel Hall, LLC Shares Held: 4.93K ($233K)
Q2 2024
Five Oceans Advisors Shares Held: 27.3K ($1.29M)
Q2 2024
Annapolis Financial Services, LLC Shares Held: 24.4K ($1.15M)

About DFSD

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