Institutional shares held 7.54 Million
0 calls
0 puts
Total value of holdings $448M
$0 calls
$0 puts
# of Institutions 219


Latest Institutional Activity in XMLV

Top Purchases

Q1 2025
Avid Wealth Partners LLC Shares Held: 113K ($6.68M)
Q1 2025
Lmcg Investments, LLC Shares Held: 33.3K ($1.98M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 16.5K ($979K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 14.3K ($850K)
Q1 2025
Pfs Partners, LLC Shares Held: 128K ($7.63M)

Top Sells

Q1 2025
Insigneo Advisory Services, LLC Shares Held: 6.37K ($378K)
Q1 2025
Pacific Sun Financial Corp Shares Held: 21.3K ($1.26M)
Q1 2025
Act Advisors, Llc. Shares Held: 4.93K ($292K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 14.1K ($838K)
Q1 2025
Marshall Financial Group LLC Shares Held: 4.4K ($261K)

About XMLV

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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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