Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 108


Latest Institutional Activity in XHLF

Top Purchases

Q1 2025
Garde Capital, Inc. Shares Held: 140K ($0)
Q1 2025
Tanager Wealth Management LLP Shares Held: 2.23M ($0)
Q1 2025
Able Wealth Management LLC Shares Held: 28.3K ($0)
Q1 2025
Matrix Trust CO Shares Held: 25.6K ($0)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 75.7K ($0)

Top Sells

Q1 2025
Wallace Advisory Group, LLC Shares Held: 4.02K ($0)
Q1 2025
Silver Oak Securities, Inc Shares Held: 6.78K ($0)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 30.9K ($0)
Q1 2025
Etesian Wealth Advisors, Inc. Shares Held: 6.4K ($0)
Q1 2025
Oregon Pacific Wealth Management, LLC Shares Held: 8.07K ($0)

About XHLF


Insider Transactions at XHLF

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
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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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