Institutional shares held 198 Million
15.4K calls
25K puts
Total value of holdings $3.35B
$261K calls
$424K puts
# of Institutions 423


Latest Institutional Activity in FPE

Top Purchases

Q1 2024
Twelve Points Wealth Management LLC Shares Held: 292K ($4.95M)
Q1 2024
Transform Wealth, LLC Shares Held: 665K ($11.3M)
Q1 2024
Howard Financial Services, Ltd. Shares Held: 248K ($4.21M)
Q1 2024
Dynamic Advisor Solutions LLC Shares Held: 59.3K ($1.01M)
Q1 2024
Sound Income Strategies, LLC Shares Held: 271K ($4.6M)

Top Sells

Q1 2024
Stonebridge Advisors LLC Shares Held: 183K ($3.1M)
Q1 2024
International Assets Investment Management, LLC Shares Held: 98.2K ($1.67M)
Q1 2024
Stratos Wealth Partners, Ltd. Shares Held: 580K ($9.84M)
Q1 2024
Independent Wealth Network Inc. Shares Held: 32.7K ($555K)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 644K ($10.9M)

About FPE

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