Institutional shares held 29.6 Million
7.2K calls
0 puts
Total value of holdings $1.53B
$372K calls
$0 puts
# of Institutions 311


Latest Institutional Activity in FDVV

Top Purchases

Q4 2024
Lpl Financial LLC Shares Held: 1.84M ($95M)
Q4 2024
Independent Advisor Alliance Shares Held: 884K ($45.7M)
Q4 2024
Raymond James Financial Inc Shares Held: 556K ($28.8M)
Q4 2024
Morgan Stanley Shares Held: 1.98M ($102M)
Q4 2024
Assured Partners Investment Advisors, LLC Shares Held: 359K ($18.6M)

Top Sells

Q4 2024
Greater Midwest Financial Group, LLC Shares Held: 8.64K ($446K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 1.13M ($58.3M)
Q4 2024
Systelligence, LLC Shares Held: 229K ($11.8M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 652K ($33.7M)
Q4 2024
Gladstone Institutional Advisory LLC Shares Held: 28.5K ($1.47M)

About FDVV

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