Institutional shares held 129 Million
6.1K calls
0 puts
Total value of holdings $10.8B
$512K calls
$0 puts
# of Institutions 659


Latest Institutional Activity in DGRW

Top Purchases

Q3 2024
Horizon Wealth Management, LLC Shares Held: 519K ($43.6M)
Q3 2024
Retirement Planning Group Shares Held: 126K ($10.6M)
Q3 2024
Cwm, LLC Shares Held: 293K ($24.6M)
Q3 2024
Garrett Investment Advisors LLC Shares Held: 216K ($18.1M)
Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 49.7K ($4.18M)

Top Sells

Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 2.05M ($172M)
Q3 2024
Continuum Wealth Advisors, LLC Shares Held: 164K ($13.7M)
Q3 2024
Private Advisor Group, LLC Shares Held: 1.46M ($123M)
Q3 2024
Triad Wealth Partners, LLC Shares Held: 98.3K ($8.26M)
Q3 2024
Astoria Portfolio Advisors Llc. Shares Held: 73.7K ($6.19M)

About DGRW

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