Institutional shares held 40.5 Million
0 calls
0 puts
Total value of holdings $1.24B
$0 calls
$0 puts
# of Institutions 242


Latest Institutional Activity in XSOE

Top Purchases

Q4 2024
Wealth Management Resources, Inc. Shares Held: 300K ($9.23M)
Q4 2024
Valmark Advisers, Inc. Shares Held: 1.64M ($50.6M)
Q4 2024
Evermay Wealth Management LLC Shares Held: 334K ($10.3M)
Q4 2024
Journey Strategic Wealth LLC Shares Held: 49.2K ($1.51M)
Q4 2024
Warren Street Wealth Advisors, LLC Shares Held: 512K ($15.7M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 25.3K ($780K)
Q4 2024
Stewardship Advisors, LLC Shares Held: 32.5K ($1M)
Q4 2024
Howard Financial Services, Ltd. Shares Held: 350K ($10.8M)
Q4 2024
Golden State Wealth Management, LLC Shares Held: 0 ($0)
Q4 2024
Nbc Securities, Inc. Shares Held: 16 ($492)

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