Institutional shares held 7.66 Million
0 calls
0 puts
Total value of holdings $597M
$0 calls
$0 puts
# of Institutions 198


Latest Institutional Activity in FIDU

Top Purchases

Q2 2025
Define Financial, LLC Shares Held: 3.03K ($236K)
Q2 2025
Hbw Advisory Services LLC Shares Held: 2.79K ($217K)
Q2 2025
Selective Wealth Management, Inc. Shares Held: 2.75K ($214K)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 32.4K ($2.53M)
Q2 2025
Lynch & Associates Shares Held: 25.4K ($1.98M)

Top Sells

Q2 2025
Buska Wealth Management, LLC Shares Held: 97.4K ($7.59M)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 9.64K ($751K)
Q2 2025
Beaumont Financial Advisors, LLC Shares Held: 22.5K ($1.75M)
Q2 2025
Truist Financial Corp Shares Held: 20.2K ($1.57M)
Q2 2025
Centennial Wealth Advisory LLC Shares Held: 5.13K ($400K)

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