Institutional shares held 9.18 Million
0 calls
0 puts
Total value of holdings $237M
$0 calls
$0 puts
# of Institutions 54


Latest Institutional Activity in FISR

Top Purchases

Q2 2024
Hibernia Wealth Partners, LLC Shares Held: 742K ($19.1M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 1.47M ($37.8M)
Q2 2024
Park Avenue Securities LLC Shares Held: 287K ($7.38M)
Q2 2024
Worth Financial Advisory Group, LLC Shares Held: 14.3K ($368K)
Q2 2024
Harbour Investments, Inc. Shares Held: 52.4K ($1.35M)

Top Sells

Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 37.2K ($958K)
Q2 2024
Aspire Private Capital, LLC Shares Held: 817K ($21.1M)
Q2 2024
Outlook Wealth Advisors, LLC Shares Held: 12.6K ($326K)
Q2 2024
Walkner Condon Financial Advisors LLC Shares Held: 45.6K ($1.17M)
Q2 2024
Good Life Advisors, LLC Shares Held: 71.7K ($1.85M)

About FISR

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