Institutional shares held 7.65 Million
0 calls
0 puts
Total value of holdings $418M
$0 calls
$0 puts
# of Institutions 128

Latest Institutional Activity in XSVM

Top Purchases

Q4 2023
Traction Financial Partners, LLC Shares Held: 195K ($10.6M)
Q4 2023
Focus Financial Network Inc /Adv Shares Held: 109K ($5.97M)
Q4 2023
Altman Advisors, Inc. Shares Held: 57.7K ($3.15M)
Q4 2023
Primoris Wealth Advisors, LLC Shares Held: 36.4K ($1.99M)
Q4 2023
Cwm, LLC Shares Held: 321K ($17.5M)

Top Sells

Q4 2023
Northwestern Mutual Wealth Management CO Shares Held: 96.8K ($5.29M)
Q4 2023
Royal Bank Of Canada Shares Held: 44.3K ($2.42M)
Q4 2023
Lpl Financial LLC Shares Held: 1.46M ($79.5M)
Q4 2023
Raymond James & Associates Shares Held: 161K ($8.78M)
Q4 2023
Cetera Advisor Networks LLC Shares Held: 44.3K ($2.42M)

About XSVM

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