Institutional shares held 3.23 Million
0 calls
0 puts
Total value of holdings $170M
$0 calls
$0 puts
# of Institutions 72


Latest Institutional Activity in XMVM

Top Purchases

Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 209K ($11M)
Q1 2025
Breakwater Capital Group Shares Held: 22.3K ($1.17M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 465 ($24.4K)
Q4 2024
Raymond James Financial Inc Shares Held: 133K ($7.01M)
Q4 2024
Uniting Wealth Partners, LLC Shares Held: 104K ($5.44M)

Top Sells

Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 37.1K ($1.95M)
Q4 2024
Royal Bank Of Canada Shares Held: 74.7K ($3.93M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 13.1K ($691K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 121K ($6.38M)
Q4 2024
Money Concepts Capital Corp Shares Held: 29.6K ($1.55M)

About XMVM

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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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