Institutional shares held 4.94 Million
0 calls
0 puts
Total value of holdings $226M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in FSEP

Top Purchases

Q3 2024
Envestnet Asset Management Inc Shares Held: 393K ($17.9M)
Q3 2024
Wealth Plan Investment Management, LLC Shares Held: 212K ($9.67M)
Q3 2024
Cetera Investment Advisers Shares Held: 255K ($11.6M)
Q3 2024
Commonwealth Financial Services, LLC Shares Held: 176K ($8.04M)
Q3 2024
Creative One Wealth, LLC Shares Held: 170K ($7.75M)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 220K ($10.1M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 212 ($9.68K)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 127K ($5.82M)
Q3 2024
New Edge Advisors, LLC Shares Held: 22.3K ($1.02M)
Q3 2024
Ae Wealth Management LLC Shares Held: 19.5K ($890K)

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