Institutional shares held 214 Million
0 calls
0 puts
Total value of holdings $10.8B
$0 calls
$0 puts
# of Institutions 546


Latest Institutional Activity in USFR

Top Purchases

Q4 2024
Serenus Wealth Advisors, LLC Shares Held: 4.86M ($245M)
Q4 2024
Summit Trail Advisors, LLC Shares Held: 21.8M ($1.1B)
Q4 2024
Stonebridge Financial Group, LLC Shares Held: 861K ($43.3M)
Q4 2024
Wealthcare Capital Partners, LLC Shares Held: 774K ($39M)
Q4 2024
Matrix Trust CO Shares Held: 706K ($35.5M)

Top Sells

Q4 2024
Annex Advisory Services, LLC Shares Held: 20.1K ($1.01M)
Q4 2024
Camden Capital, LLC Shares Held: 9.03K ($455K)
Q4 2024
Capital Planning Advisors, LLC Shares Held: 935K ($47.1M)
Q4 2024
Avestar Capital, LLC Shares Held: 6.8K ($342K)
Q4 2024
United Asset Strategies, Inc. Shares Held: 409K ($20.6M)

About USFR

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