Institutional shares held 67.3 Million
0 calls
0 puts
Total value of holdings $3.12B
$0 calls
$0 puts
# of Institutions 321


Latest Institutional Activity in TFI

Top Purchases

Q3 2024
Pure Portfolios Holdings LLC Shares Held: 112K ($5.21M)
Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.71M ($79.3M)
Q3 2024
Revolve Wealth Partners, LLC Shares Held: 411K ($19.1M)
Q3 2024
One Wealth Advisors, LLC Shares Held: 35.2K ($1.63M)
Q3 2024
Park Avenue Securities LLC Shares Held: 79K ($3.66M)

Top Sells

Q3 2024
Raymond James & Associates Shares Held: 191K ($8.86M)
Q3 2024
Mather Group, Llc. Shares Held: 182K ($8.45M)
Q3 2024
Foster Group, Inc. Shares Held: 508K ($23.6M)
Q3 2024
Cornerstone Wealth Management, LLC Shares Held: 48.3K ($2.24M)
Q3 2024
Evensky & Katz LLC Shares Held: 57.1K ($2.65M)

About TFI

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