Institutional shares held 57.8 Million
0 calls
12.1K puts
Total value of holdings $2.03B
$0 calls
$424K puts
# of Institutions 249


Latest Institutional Activity in LVHI

Top Purchases

Q3 2025
Csenge Advisory Group Shares Held: 595K ($20.9M)
Q3 2025
Cwm, LLC Shares Held: 735K ($25.8M)
Q3 2025
Sonoma Allocations LLC Shares Held: 123K ($4.33M)
Q3 2025
Curran Financial Partners, LLC Shares Held: 300K ($10.5M)
Q3 2025
Pinnacle Financial Partners Inc Shares Held: 509K ($17.9M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.33M ($46.7M)
Q3 2025
Insight Wealth Strategies, LLC Shares Held: 586K ($20.6M)
Q3 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 5.93K ($208K)
Q3 2025
Bka Wealth Consulting, Inc. Shares Held: 177K ($6.21M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.8K ($448K)

About LVHI

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