Institutional shares held 881,363
600 calls
0 puts
Total value of holdings $70.1M
$47K calls
$0 puts
# of Institutions 98


Latest Institutional Activity in XHE

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 32.5K ($2.58M)
Q1 2025
Truist Financial Corp Shares Held: 23.3K ($1.85M)
Q1 2025
Sherman Asset Management, Inc. Shares Held: 2.78K ($221K)
Q1 2025
Pacific Sun Financial Corp Shares Held: 14K ($1.11M)
Q1 2025
Nbc Securities, Inc. Shares Held: 75 ($5.97K)

Top Sells

Q1 2025
Means Investment Co., Inc. Shares Held: 5.12K ($407K)
Q1 2025
Clear Creek Financial Management, LLC Shares Held: 14.8K ($1.18M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.21K ($653K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 17 ($1.35K)
Q4 2024
Lpl Financial LLC Shares Held: 65.5K ($5.21M)

About XHE

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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