Institutional shares held 140 Million
0 calls
0 puts
Total value of holdings $4.23B
$0 calls
$0 puts
# of Institutions 244


Latest Institutional Activity in DUHP

Top Purchases

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.31M ($39.5M)
Q1 2024
Lvz, Inc. Shares Held: 2.02M ($61.1M)
Q1 2024
Clarius Group, LLC Shares Held: 608K ($18.4M)
Q1 2024
Aprio Wealth Management, LLC Shares Held: 2.45M ($74M)
Q1 2024
Pure Financial Advisors, LLC Shares Held: 2.4M ($72.6M)

Top Sells

Q1 2024
Carlson Capital Management Shares Held: 96K ($2.9M)
Q1 2024
Founders Financial Securities LLC Shares Held: 398K ($12M)
Q1 2024
Annapolis Financial Services, LLC Shares Held: 23.4K ($706K)
Q1 2024
Cherrydale Wealth Management, LLC Shares Held: 12.6K ($381K)
Q1 2024
Helen Stephens Group, LLC Shares Held: 115K ($3.47M)

About DUHP

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