Institutional shares held 213 Million
0 calls
0 puts
Total value of holdings $8.25B
$0 calls
$0 puts
# of Institutions 620


Latest Institutional Activity in DFIV

Top Purchases

Q4 2024
Macquarie Group LTD Shares Held: 5.65M ($217M)
Q4 2024
Raymond James Financial Inc Shares Held: 2.79M ($107M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 20.5M ($785M)
Q4 2024
Buckingham Strategic Partners Shares Held: 5.38M ($206M)
Q4 2024
Wealth Management Nebraska Shares Held: 1.18M ($45.4M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 17.8M ($682M)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 272K ($10.4M)
Q4 2024
Lakeshore Financial Planning, Inc. Shares Held: 205K ($7.88M)
Q4 2024
N.E.W. Advisory Services LLC Shares Held: 205K ($7.85M)
Q4 2024
Vera Bank, N.A. Shares Held: 137K ($5.26M)

About DFIV

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