Institutional shares held 33.7 Million
0 calls
0 puts
Total value of holdings $1.08B
$0 calls
$0 puts
# of Institutions 199


Latest Institutional Activity in LVHI

Top Purchases

Q1 2025
Csenge Advisory Group Shares Held: 320K ($10.3M)
Q1 2025
Fermata Advisors, LLC Shares Held: 226K ($7.23M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 203K ($6.52M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 176K ($5.65M)
Q1 2025
Cwm, LLC Shares Held: 417K ($13.4M)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 22.5K ($721K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 48.1K ($1.54M)
Q1 2025
Trademark Financial Management, LLC Shares Held: 28.2K ($904K)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 114K ($3.65M)
Q1 2025
Ifp Advisors, Inc Shares Held: 139K ($4.47M)

About LVHI

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