Institutional shares held 352,954
0 calls
0 puts
Total value of holdings $19.2M
$0 calls
$0 puts
# of Institutions 34


Latest Institutional Activity in XRLV

Top Purchases

Q1 2025
Silver Oak Securities, Inc Shares Held: 6.53K ($355K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 7.82K ($425K)
Q1 2025
Roxbury Financial LLC Shares Held: 864 ($46.9K)
Q4 2024
Jones Financial Companies Lllp Shares Held: 18.9K ($1.03M)
Q4 2024
Raymond James Financial Inc Shares Held: 5.13K ($279K)

Top Sells

Q1 2025
D.A. Davidson & Co. Shares Held: 8.2K ($446K)
Q4 2024
Ausdal Financial Partners, Inc. Shares Held: 5.05K ($274K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 15.2K ($829K)
Q4 2024
Bank Of Montreal Shares Held: 55.3K ($3.01M)
Q4 2024
Apexium Financial, LP Shares Held: 22.4K ($1.21M)

About XRLV

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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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