Institutional shares held 1.75 Million
0 calls
0 puts
Total value of holdings $35.4M
$0 calls
$0 puts
# of Institutions 35


Latest Institutional Activity in FIDI

Top Purchases

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 430K ($8.77M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 103K ($2.11M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 12.9K ($263K)
Q3 2024
Beam Wealth Advisors, Inc. Shares Held: 82.7K ($1.69M)
Q3 2024
Concurrent Investment Advisors, LLC Shares Held: 73.6K ($1.5M)

Top Sells

Q3 2024
Flputnam Investment Management CO Shares Held: 76.9K ($1.57M)
Q3 2024
Dentgroup LLC Shares Held: 16.9K ($345K)
Q3 2024
Jpmorgan Chase & CO Shares Held: 16.5K ($337K)
Q3 2024
Royal Bank Of Canada Shares Held: 1.64K ($33.5K)
Q3 2024
J.W. Cole Advisors, Inc. Shares Held: 15.8K ($322K)

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