Institutional shares held 23.6 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 58


Latest Institutional Activity in TAFI

Top Purchases

Q1 2025
Quotient Wealth Partners, LLC Shares Held: 60.9K ($0)
Q1 2025
Envestnet Asset Management Inc Shares Held: 133K ($0)
Q1 2025
Strid Group, LLC Shares Held: 344K ($0)
Q1 2025
Truist Financial Corp Shares Held: 66.2K ($0)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 11.2K ($0)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 63.4K ($0)
Q1 2025
Davenport & CO LLC Shares Held: 19.2K ($0)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 846 ($0)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 78.2K ($0)
Q4 2024
Morgan Stanley Shares Held: 304K ($0)

About TAFI


Insider Transactions at TAFI

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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