Institutional shares held 8.08 Million
0 calls
0 puts
Total value of holdings $453M
$0 calls
$0 puts
# of Institutions 101


Latest Institutional Activity in DOL

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 13.9K ($779K)
Q1 2025
Hubbell Strickland Wealth Management, LLC Shares Held: 3.93K ($221K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 2.2K ($124K)
Q1 2025
Altrius Capital Management Inc Shares Held: 17.5K ($981K)
Q1 2025
Pb Mares Wealth Management LLC Shares Held: 6.21K ($349K)

Top Sells

Q1 2025
Powers Advisory Group, LLC Shares Held: 81.8K ($4.59M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 3.34K ($187K)
Q1 2025
Meridian Financial Partners LLC Shares Held: 7.69K ($431K)
Q1 2025
Institute For Wealth Management, Llc. Shares Held: 11.7K ($655K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 21 ($1.18K)

About DOL

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