Institutional shares held 1.41 Million
0 calls
0 puts
Total value of holdings $232M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in FAD

Top Purchases

Q3 2025
Nova Wealth Management, Inc. Shares Held: 5.66K ($928K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 1.31K ($215K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 21.6K ($3.54M)
Q3 2025
Wealth Management Partners, LLC Shares Held: 24.7K ($4.05M)
Q3 2025
Apeiron Ria LLC Shares Held: 5.22K ($856K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 59.2K ($9.7M)
Q3 2025
Cwm, LLC Shares Held: 897 ($147K)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 9.99K ($1.64M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 2.47K ($404K)
Q2 2025
Creative Planning Shares Held: 27.8K ($4.56M)

About FAD

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