Institutional shares held 170,389
0 calls
0 puts
Total value of holdings $4.99M
$0 calls
$0 puts
# of Institutions 10


Latest Institutional Activity in XDOC

Top Purchases

Q2 2024
Unique Wealth, LLC Shares Held: 125K ($3.67M)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2024
Goldman Sachs Group Inc Shares Held: 9.95K ($291K)
Q1 2024
Townsquare Capital LLC Shares Held: 8.37K ($245K)
Q1 2024
Brown Wealth Management, LLC Shares Held: 8.37K ($245K)

Top Sells

Q2 2024
Dhjj Financial Advisors, Ltd. Shares Held: 3.01K ($88.1K)
Q1 2024
Sunbelt Securities, Inc. Shares Held: 245 ($7.17K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 10.7K ($314K)
Q3 2023
Blue Bell Private Wealth Management, LLC Shares Held: 2.95K ($86.3K)
Q3 2022
Cetera Investment Advisers Shares Held: 17.9K ($523K)

About XDOC

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