Institutional shares held 6.09 Million
0 calls
0 puts
Total value of holdings $264M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in XSHQ

Top Purchases

Q4 2024
Capital Planning Advisors, LLC Shares Held: 67.6K ($2.93M)
Q4 2024
Accordant Advisory Group Inc Shares Held: 33.3K ($1.44M)
Q4 2024
Beacon Financial Planning, Inc Shares Held: 88.4K ($3.83M)
Q4 2024
Golden State Wealth Management, LLC Shares Held: 13K ($565K)
Q4 2024
J2 Capital Management Inc Shares Held: 12.7K ($551K)

Top Sells

Q4 2024
Perigon Wealth Management, LLC Shares Held: 78.9K ($3.42M)
Q4 2024
Fox Financial, Inc Shares Held: 6.74K ($292K)
Q4 2024
Financial Advocates Investment Management Shares Held: 10.1K ($436K)
Q4 2024
Swmg, LLC Shares Held: 14.4K ($625K)
Q4 2024
Asset Dedication, LLC Shares Held: 49 ($2.12K)

About XSHQ

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