Institutional shares held 5.45 Million
0 calls
0 puts
Total value of holdings $195M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in DWX

Top Purchases

Q4 2024
Country Club Bank Shares Held: 11.7K ($416K)
Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 9.66K ($345K)
Q4 2024
Transform Wealth, LLC Shares Held: 9.19K ($328K)
Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 223K ($7.96M)
Q4 2024
Concord Asset Management, Llc/Va Shares Held: 82.8K ($2.96M)

Top Sells

Q4 2024
Mount Yale Investment Advisors, LLC Shares Held: 30.8K ($1.1M)
Q4 2024
Kades & Cheifetz LLC Shares Held: 59K ($2.1M)
Q4 2024
Allen Capital Group, LLC Shares Held: 148K ($5.28M)
Q4 2024
Fifth Third Securities, Inc. Shares Held: 9.62K ($343K)
Q4 2024
Concord Wealth Partners Shares Held: 92.4K ($3.3M)

About DWX

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