Institutional shares held 28.2 Million
0 calls
0 puts
Total value of holdings $881M
$0 calls
$0 puts
# of Institutions 165


Latest Institutional Activity in LVHI

Top Purchases

Q4 2024
Sierra Ocean, LLC Shares Held: 145K ($4.55M)
Q4 2024
Exchange Traded Concepts, LLC Shares Held: 122K ($3.82M)
Q4 2024
Sovran Advisors, LLC Shares Held: 80.7K ($2.52M)
Q4 2024
Silver Oak Securities, Inc Shares Held: 49.7K ($1.55M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 202K ($6.32M)

Top Sells

Q4 2024
Janney Montgomery Scott LLC Shares Held: 48.2K ($1.51M)
Q4 2024
Magnus Financial Group LLC Shares Held: 14.2K ($445K)
Q4 2024
Total Clarity Wealth Management, Inc. Shares Held: 22.7K ($710K)
Q4 2024
Cibc World Market Inc. Shares Held: 14.7K ($461K)
Q4 2024
Trilogy Capital Inc. Shares Held: 48.3K ($1.51M)

About LVHI

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