Institutional shares held 2.61 Million
0 calls
0 puts
Total value of holdings $172M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in FDMO

Top Purchases

Q1 2025
Portfolio Strategies, Inc. Shares Held: 146K ($9.63M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.17M ($77.1M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 26.4K ($1.75M)
Q1 2025
Colonial River Wealth Management, LLC Shares Held: 3.98K ($263K)
Q1 2025
Axxcess Wealth Management, LLC Shares Held: 3.92K ($259K)

Top Sells

Q1 2025
Sunbelt Securities, Inc. Shares Held: 2.12K ($140K)
Q1 2025
Cerity Partners LLC Shares Held: 62.1K ($4.11M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 21.7K ($1.44M)
Q1 2025
Great Lakes Retirement, Inc. Shares Held: 227K ($15M)
Q1 2025
Bryant Woods Investment Advisors, LLC Shares Held: 12.7K ($838K)

About FDMO

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