Institutional shares held 3.43 Million
0 calls
0 puts
Total value of holdings $178M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in XVV

Top Purchases

Q4 2025
Voisard Asset Management Group, Inc. Shares Held: 7.21K ($374K)
Q4 2025
Curtis Advisory Group, LLC Shares Held: 12.4K ($645K)
Q4 2025
Kwb Wealth Shares Held: 5.53K ($287K)
Q4 2025
Highland Financial Advisors, LLC Shares Held: 13.3K ($687K)
Q4 2025
Carolina Wealth Advisors, LLC Shares Held: 403 ($20.9K)

Top Sells

Q4 2025
Archer Investment Management, LLC Shares Held: 15.9K ($825K)
Q4 2025
Alpine Bank Wealth Management Shares Held: 79.3K ($4.11M)
Q4 2025
Eastern Bank Shares Held: 5.16K ($267K)
Q4 2025
Crane Advisory, LLC Shares Held: 4.67K ($242K)
Q4 2025
Tarbox Family Office, Inc. Shares Held: 14.2K ($735K)

About XVV

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