Institutional shares held 1.13 Million
0 calls
0 puts
Total value of holdings $165M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in FAD

Top Purchases

Q2 2025
Nova Wealth Management, Inc. Shares Held: 3.77K ($550K)
Q2 2025
Wealth Management Partners, LLC Shares Held: 24K ($3.5M)
Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 699 ($102K)
Q1 2025
Creative Planning Shares Held: 56.2K ($8.19M)
Q1 2025
R Pg Family Wealth Advisory, LLC Shares Held: 33.2K ($4.84M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.15K ($313K)
Q2 2025
Nbc Securities, Inc. Shares Held: 3.9K ($568K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 8.62K ($1.26M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 5.18K ($755K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 15.7K ($2.3M)

About FAD

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