Institutional shares held 116 Million
53.1K calls
11.4K puts
Total value of holdings $5.29B
$2.43M calls
$520K puts
# of Institutions 524


Latest Institutional Activity in XLG

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.51M ($114M)
Q1 2025
Means Investment Co., Inc. Shares Held: 1.27M ($57.9M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.63M ($74.5M)
Q1 2025
Wolf Group Capital Advisors Shares Held: 318K ($14.5M)
Q1 2025
Uma Financial Services, Inc. Shares Held: 121K ($5.53M)

Top Sells

Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 40.2K ($1.84M)
Q1 2025
Demars Financial Group, LLC Shares Held: 28.1M ($1.28B)
Q1 2025
Aspire Capital Advisors LLC Shares Held: 104K ($4.74M)
Q1 2025
River Tree Advisors, LLC Shares Held: 20.8K ($948K)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 118K ($5.41M)

About XLG

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I - Discretionary transaction×
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G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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