Institutional shares held 228 Million
0 calls
0 puts
Total value of holdings $7.44B
$0 calls
$0 puts
# of Institutions 416


Latest Institutional Activity in DUHP

Top Purchases

Q1 2025
Mercer Global Advisors Inc Shares Held: 38.1M ($1.24B)
Q1 2025
Apella Capital, LLC Shares Held: 1.43M ($46.7M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 6.13M ($200M)
Q1 2025
Mariner, LLC Shares Held: 1.22M ($40M)
Q1 2025
Retirement Solution Inc. Shares Held: 1.28M ($41.8M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 35M ($1.14B)
Q1 2025
Liberty Wealth Management LLC Shares Held: 780K ($25.5M)
Q1 2025
Fischer Investment Strategies, LLC Shares Held: 127K ($4.15M)
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 1.36M ($44.4M)
Q1 2025
Better Wealth, LLC Shares Held: 149K ($4.88M)

About DUHP

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