Institutional shares held 7.56 Million
0 calls
0 puts
Total value of holdings $442M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in FVAL

Top Purchases

Q2 2024
Custos Family Office, LLC Shares Held: 263K ($15.4M)
Q2 2024
Forbes Financial Planning, Inc. Shares Held: 92.1K ($5.39M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 31K ($1.81M)
Q2 2024
Quotient Wealth Partners, LLC Shares Held: 7.26K ($424K)
Q2 2024
Atomi Financial Group, Inc. Shares Held: 6.68K ($391K)

Top Sells

Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 158K ($9.22M)
Q2 2024
Prism Advisors, Inc. Shares Held: 439K ($25.7M)
Q2 2024
Lvz, Inc. Shares Held: 37.2K ($2.17M)
Q2 2024
Halpern Financial, Inc. Shares Held: 175K ($10.2M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 71.2K ($4.16M)

About FVAL

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