Institutional shares held 15.8 Million
0 calls
0 puts
Total value of holdings $657M
$0 calls
$0 puts
# of Institutions 148


Latest Institutional Activity in DFIP

Top Purchases

Q2 2025
Fortitude Family Office, LLC Shares Held: 244K ($10.2M)
Q2 2025
Park Avenue Securities LLC Shares Held: 68.8K ($2.87M)
Q2 2025
Scratch Capital LLC Shares Held: 235K ($9.79M)
Q2 2025
Level Financial Advisors, Inc. Shares Held: 200K ($8.32M)
Q2 2025
Cpa Asset Management LLC Shares Held: 432K ($18M)

Top Sells

Q2 2025
Total Wealth Planning, LLC Shares Held: 21.5K ($897K)
Q2 2025
Physician Wealth Solutions Inc. Shares Held: 350K ($14.6M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 30.1K ($1.25M)
Q2 2025
Stewardship Advisors, LLC Shares Held: 9.61K ($401K)
Q1 2025
Five Oceans Advisors Shares Held: 246K ($10.3M)

About DFIP

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