Institutional shares held 117 Million
0 calls
0 puts
Total value of holdings $3.5B
$0 calls
$0 puts
# of Institutions 319


Latest Institutional Activity in CGXU

Top Purchases

Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 1.89M ($56.7M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 618K ($18.5M)
Q4 2025
Lantz Financial LLC Shares Held: 592K ($17.7M)
Q4 2025
Daymark Wealth Partners, LLC Shares Held: 418K ($12.5M)
Q4 2025
Spire Wealth Management Shares Held: 81.8K ($2.45M)

Top Sells

Q4 2025
Freedom Financial Partners LLC Shares Held: 240K ($7.2M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 13.8K ($414K)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 110K ($3.29M)
Q4 2025
Olistico Wealth, LLC Shares Held: 119K ($3.56M)
Q4 2025
Cushing Capital Partners, LLC Shares Held: 64.3K ($1.93M)

About CGXU

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