Institutional shares held 4.32 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 42


Latest Institutional Activity in IDVO

Top Purchases

Q2 2025
Truist Financial Corp Shares Held: 80.1K ($0)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 653K ($0)
Q2 2025
Reyes Financial Architecture, Inc. Shares Held: 25.4K ($0)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 16.9K ($0)
Q2 2025
Embree Financial Group Shares Held: 8.5K ($0)

Top Sells

Q2 2025
Goldstone Financial Group, LLC Shares Held: 22K ($0)
Q1 2025
Great Valley Advisor Group, Inc. Shares Held: 674K ($0)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 47.8K ($0)
Q1 2025
Tidemark, LLC Shares Held: 5.83K ($0)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 112K ($0)

About IDVO


Insider Transactions at IDVO

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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