Institutional shares held 53.8 Million
0 calls
0 puts
Total value of holdings $1.5B
$0 calls
$0 puts
# of Institutions 252


Latest Institutional Activity in DISV

Top Purchases

Q2 2024
Simplicity Wealth,Llc Shares Held: 230K ($6.42M)
Q2 2024
Abacus Wealth Partners, LLC Shares Held: 786K ($22M)
Q2 2024
Evanson Asset Management, LLC Shares Held: 918K ($25.7M)
Q2 2024
Allworth Financial LP Shares Held: 70.4K ($1.97M)
Q2 2024
Physician Wealth Solutions Inc. Shares Held: 241K ($6.72M)

Top Sells

Q2 2024
Miramar Fiduciary Corp Shares Held: 507K ($14.1M)
Q2 2024
Rcs Financial Planning, LLC Shares Held: 43.9K ($1.23M)
Q2 2024
Integris Wealth Management, LLC Shares Held: 538K ($15M)
Q2 2024
Better Wealth, LLC Shares Held: 182K ($5.09M)
Q2 2024
Kraft Asset Management, LLC Shares Held: 11.2K ($314K)

About DISV

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