Institutional shares held 271 Million
0 calls
0 puts
Total value of holdings $14.5B
$0 calls
$0 puts
# of Institutions 517


Latest Institutional Activity in DYNF

Top Purchases

Q4 2024
Lpl Financial LLC Shares Held: 25.1M ($1.34B)
Q4 2024
Dynasty Wealth Management, LLC Shares Held: 4.78M ($255M)
Q4 2024
Sagespring Wealth Partners, LLC Shares Held: 4.51M ($241M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 17.5M ($931M)
Q4 2024
Ameriprise Financial Inc Shares Held: 4.33M ($231M)

Top Sells

Q4 2024
Envestnet Asset Management Inc Shares Held: 65M ($3.47B)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 1.26M ($67M)
Q4 2024
Cwm, LLC Shares Held: 8.42M ($449M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 9.72M ($518M)
Q4 2024
Intelligence Driven Advisers, LLC Shares Held: 485K ($25.9M)

About DYNF

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