Institutional shares held 3.09 Million
0 calls
0 puts
Total value of holdings $158M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in XMVM

Top Purchases

Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 209K ($10.6M)
Q1 2025
Breakwater Capital Group Shares Held: 22.3K ($1.13M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 28.3K ($1.43M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 43.8K ($2.22M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 15.4K ($782K)

Top Sells

Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 508K ($25.7M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 5.56K ($281K)
Q1 2025
Silverlake Wealth Management LLC Shares Held: 4K ($203K)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 37.1K ($1.88M)
Q4 2024
Royal Bank Of Canada Shares Held: 74.7K ($3.78M)

About XMVM

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