Institutional shares held 34.9 Million
1.8K calls
0 puts
Total value of holdings $1.05B
$54K calls
$0 puts
# of Institutions 250


Latest Institutional Activity in XSOE

Top Purchases

Q1 2025
Warren Street Wealth Advisors, LLC Shares Held: 544K ($16.5M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 1.67M ($50.5M)
Q1 2025
Nbc Securities, Inc. Shares Held: 27.7K ($837K)
Q1 2025
Goldstein Advisors, LLC Shares Held: 225K ($6.8M)
Q1 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 569K ($17.2M)

Top Sells

Q1 2025
Fermata Advisors, LLC Shares Held: 19K ($574K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 36.7K ($1.11M)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 318K ($9.63M)
Q1 2025
Howard Bailey Securities, LLC Shares Held: 184K ($5.56M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 16K ($483K)

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