Institutional shares held 711,762
0 calls
0 puts
Total value of holdings $27.3M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in XJR

Top Purchases

Q4 2024
Biltmore Family Office, LLC Shares Held: 32K ($1.23M)
Q4 2024
Raymond James Financial Inc Shares Held: 15.7K ($603K)
Q4 2024
West Coast Financial LLC Shares Held: 13K ($500K)
Q4 2024
Archer Investment Management, LLC Shares Held: 12.5K ($481K)
Q4 2024
Headinvest, LLC Shares Held: 11K ($422K)

Top Sells

Q4 2024
Balanced Rock Investment Advisor Shares Held: 27.1K ($1.04M)
Q4 2024
Mml Investors Services, LLC Shares Held: 10.8K ($414K)
Q4 2024
Merriman Wealth Management, LLC Shares Held: 49.9K ($1.91M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 9.61K ($368K)
Q4 2024
Atlantic Private Wealth, LLC Shares Held: 16.1K ($617K)

About XJR

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