Institutional shares held 32.1 Million
13.7K calls
1.7K puts
Total value of holdings $1.58B
$672K calls
$83K puts
# of Institutions 324


Latest Institutional Activity in FDVV

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 1.83M ($89.8M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 82.9K ($4.07M)
Q1 2025
Unique Wealth, LLC Shares Held: 40.4K ($1.98M)
Q1 2025
Merit Financial Group, LLC Shares Held: 12.1K ($594K)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 15.9K ($780K)

Top Sells

Q1 2025
Dentgroup LLC Shares Held: 151K ($7.43M)
Q1 2025
Hbw Advisory Services LLC Shares Held: 40.9K ($2.01M)
Q1 2025
Sweeney & Michel, LLC Shares Held: 17.3K ($852K)
Q1 2025
Atlas Brown,Inc. Shares Held: 5.27K ($259K)
Q1 2025
Roxbury Financial LLC Shares Held: 1.17K ($57.6K)

About FDVV

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