Institutional shares held 11.3 Million
0 calls
0 puts
Total value of holdings $637M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in FVAL

Top Purchases

Q1 2025
Avidian Wealth Solutions, LLC Shares Held: 252K ($14.6M)
Q1 2025
High Probability Advisors, LLC Shares Held: 378K ($21.9M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 174K ($10.1M)
Q1 2025
Colonial River Wealth Management, LLC Shares Held: 4.29K ($248K)
Q1 2025
Sunbelt Securities, Inc. Shares Held: 12.6K ($729K)

Top Sells

Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 10.7K ($618K)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 5.32K ($307K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 34.6K ($2M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 24.6K ($1.42M)
Q1 2025
Custos Family Office, LLC Shares Held: 319K ($18.5M)

About FVAL

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