Institutional shares held 267 Million
300 calls
0 puts
Total value of holdings $11.4B
$12K calls
$0 puts
# of Institutions 644


Latest Institutional Activity in DFUV

Top Purchases

Q4 2024
Capstone Wealth Management, LLC Shares Held: 199K ($8.46M)
Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 190K ($8.11M)
Q4 2024
Arkadios Wealth Advisors Shares Held: 211K ($8.99M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 861K ($36.7M)
Q4 2024
Professional Financial Advisors, LLC Shares Held: 18.3K ($779K)

Top Sells

Q4 2024
Meritas Wealth Management, LLC Shares Held: 611K ($26M)
Q4 2024
Trust CO Of The South Shares Held: 1.82M ($77.5M)
Q4 2024
Colorado Capital Management, Inc. Shares Held: 161K ($6.86M)
Q4 2024
Kraft Asset Management, LLC Shares Held: 312K ($13.3M)
Q4 2024
Peirce Capital Management, LLC Shares Held: 188K ($8.02M)

About DFUV

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