Institutional shares held 61.7 Million
0 calls
0 puts
Total value of holdings $2.26B
$0 calls
$0 puts
# of Institutions 257


Latest Institutional Activity in LVHI

Top Purchases

Q4 2025
Mor Wealth Management, LLC Shares Held: 453K ($16.6M)
Q4 2025
Beacon Harbor Wealth Advisors, Inc. Shares Held: 348K ($12.8M)
Q4 2025
Cwm, LLC Shares Held: 971K ($35.6M)
Q4 2025
Ubs Group Ag Shares Held: 1.38M ($50.7M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 70.8K ($2.6M)

Top Sells

Q4 2025
Assetmark, Inc Shares Held: 2.21M ($80.8M)
Q4 2025
Ae Wealth Management LLC Shares Held: 4.52K ($166K)
Q4 2025
Sk Wealth Management, LLC Shares Held: 408K ($14.9M)
Q4 2025
Fortitude Financial, LLC Shares Held: 5.5K ($202K)
Q4 2025
Sanctuary Advisors, LLC Shares Held: 179K ($6.55M)

About LVHI

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