Institutional shares held 35.4 Million
0 calls
0 puts
Total value of holdings $1.36B
$0 calls
$0 puts
# of Institutions 251


Latest Institutional Activity in XSOE

Top Purchases

Q3 2025
Encompass More Asset Management Shares Held: 62.3K ($2.39M)
Q3 2025
Croban Shares Held: 46K ($1.77M)
Q3 2025
Wealth Management Resources, Inc. Shares Held: 320K ($12.3M)
Q3 2025
Revolve Wealth Partners, LLC Shares Held: 13.8K ($529K)
Q3 2025
Goldstein Advisors, LLC Shares Held: 226K ($8.7M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 276K ($10.6M)
Q3 2025
American Financial & Tax Strategies Inc Shares Held: 261K ($10M)
Q3 2025
Defined Financial Planning LLC Shares Held: 136K ($5.23M)
Q3 2025
Summit Wealth Partners, LLC Shares Held: 33.2K ($1.28M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 174K ($6.71M)

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