Institutional shares held 7.11 Million
0 calls
0 puts
Total value of holdings $291M
$0 calls
$0 puts
# of Institutions 102


Latest Institutional Activity in LVHD

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 68.7K ($2.81M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 10.9K ($445K)
Q3 2025
Triad Wealth Partners, LLC Shares Held: 36.7K ($1.5M)
Q3 2025
Natural Investments, LLC Shares Held: 10.2K ($418K)
Q3 2025
Ae Wealth Management LLC Shares Held: 4.09K ($167K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 184K ($7.52M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 8.68K ($355K)
Q3 2025
Xml Financial, LLC Shares Held: 41.9K ($1.71M)
Q3 2025
Arkadios Wealth Advisors Shares Held: 12.5K ($511K)
Q2 2025
Financial Engines Advisors L.L.C. Shares Held: 1.06M ($43.3M)

About LVHD

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