Institutional shares held 14.5 Million
0 calls
0 puts
Total value of holdings $774M
$0 calls
$0 puts
# of Institutions 159


Latest Institutional Activity in IDMO

Top Purchases

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 378K ($20.1M)
Q3 2025
Rooted Wealth Advisors, Inc. Shares Held: 317K ($16.9M)
Q3 2025
Insight Wealth Strategies, LLC Shares Held: 307K ($16.4M)
Q3 2025
Sonoma Allocations LLC Shares Held: 140K ($7.47M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 267K ($14.2M)

Top Sells

Q3 2025
Daner Wealth Management, LLC Shares Held: 12.8K ($682K)
Q2 2025
Bank Of America Corp Shares Held: 62.8K ($3.34M)
Q2 2025
Tidemark, LLC Shares Held: 137K ($7.31M)
Q2 2025
Systelligence, LLC Shares Held: 162K ($8.61M)
Q2 2025
Fin Dec Wealth Services, Inc. Shares Held: 4.37K ($232K)

About IDMO

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