Institutional shares held 3.24 Million
0 calls
0 puts
Total value of holdings $143M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in FSEP

Top Purchases

Q2 2024
Diversify Advisory Services, LLC Shares Held: 8.28K ($365K)
Q2 2024
Albion Financial Group Shares Held: 1.6K ($70.4K)
Q1 2024
Mc Carthy & Cox Shares Held: 123K ($5.4M)
Q1 2024
Kestra Advisory Services, LLC Shares Held: 110K ($4.82M)
Q1 2024
Cetera Investment Advisers Shares Held: 69.3K ($3.05M)

Top Sells

Q2 2024
Cwm, LLC Shares Held: 294K ($13M)
Q2 2024
Keystone Wealth Services, LLC Shares Held: 103K ($4.55M)
Q2 2024
Nbc Securities, Inc. Shares Held: 3.46K ($152K)
Q2 2024
Kingswood Wealth Advisors, LLC Shares Held: 10.5K ($462K)
Q2 2024
Dhjj Financial Advisors, Ltd. Shares Held: 17.4K ($768K)

About FSEP

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