Institutional shares held 1.97 Million
0 calls
0 puts
Total value of holdings $66.3M
$0 calls
$0 puts
# of Institutions 45


Latest Institutional Activity in XBAP

Top Purchases

Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 5.83K ($200K)
Q4 2024
Old Mission Capital LLC Shares Held: 27.2K ($930K)
Q4 2024
Img Wealth Management, Inc. Shares Held: 9.53K ($326K)
Q4 2024
Encompass More Asset Management Shares Held: 22.2K ($761K)
Q4 2024
Cwm, LLC Shares Held: 16.8K ($575K)

Top Sells

Q1 2025
Millington Financial Advisors, LLC Shares Held: 185K ($6.34M)
Q1 2025
Fragasso Group Inc. Shares Held: 43.9K ($1.5M)
Q1 2025
Dhjj Financial Advisors, Ltd. Shares Held: 10.9K ($374K)
Q1 2025
Bright Futures Wealth Management, Llc. Shares Held: 10.8K ($371K)
Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 12.1K ($415K)

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