Institutional shares held 2.86 Million
0 calls
0 puts
Total value of holdings $134M
$0 calls
$0 puts
# of Institutions 102


Latest Institutional Activity in XVV

Top Purchases

Q4 2024
Archer Investment Management, LLC Shares Held: 29.8K ($1.4M)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 15.1K ($708K)
Q4 2024
Leverty Financial Group, LLC Shares Held: 9.67K ($454K)
Q4 2024
Magnus Financial Group LLC Shares Held: 19K ($892K)
Q4 2024
Buffington Mohr Mc Neal Shares Held: 11.3K ($530K)

Top Sells

Q4 2024
Bsw Wealth Partners Shares Held: 95K ($4.46M)
Q4 2024
Montecito Bank & Trust Shares Held: 6.36K ($299K)
Q4 2024
Tarbox Family Office, Inc. Shares Held: 18.6K ($877K)
Q4 2024
Crane Advisory, LLC Shares Held: 6.18K ($291K)
Q4 2024
Colton Groome Financial Advisors, LLC Shares Held: 6.35K ($299K)

About XVV

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