Institutional shares held 7.34 Million
0 calls
0 puts
Total value of holdings $437M
$0 calls
$0 puts
# of Institutions 216


Latest Institutional Activity in XMLV

Top Purchases

Q1 2025
Avid Wealth Partners LLC Shares Held: 113K ($6.71M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 44K ($2.62M)
Q1 2025
Lmcg Investments, LLC Shares Held: 33.3K ($1.98M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 16.5K ($983K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 453K ($27M)

Top Sells

Q1 2025
Insigneo Advisory Services, LLC Shares Held: 6.37K ($380K)
Q1 2025
Pacific Sun Financial Corp Shares Held: 21.3K ($1.27M)
Q1 2025
Act Advisors, Llc. Shares Held: 4.93K ($294K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 14.1K ($841K)
Q1 2025
Marshall Financial Group LLC Shares Held: 4.4K ($262K)

About XMLV

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