Institutional shares held 9.77 Million
100 calls
0 puts
Total value of holdings $489M
$5K calls
$0 puts
# of Institutions 151


Latest Institutional Activity in XSVM

Top Purchases

Q1 2025
Park Avenue Securities LLC Shares Held: 4.47K ($224K)
Q1 2025
Fermata Advisors, LLC Shares Held: 54.4K ($2.72M)
Q1 2025
Rfg Advisory, LLC Shares Held: 12.6K ($631K)
Q1 2025
Hbw Advisory Services LLC Shares Held: 22.6K ($1.13M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 836 ($41.8K)

Top Sells

Q1 2025
Tru Wealth Advisors, LLC Shares Held: 4.29K ($214K)
Q1 2025
Global Financial Private Client, LLC Shares Held: 87 ($4.35K)
Q4 2024
Leigh Baldwin & Co., LLC Shares Held: 8.87K ($444K)
Q4 2024
Cibc World Market Inc. Shares Held: 167K ($8.35M)
Q4 2024
Ameriprise Financial Inc Shares Held: 79.2K ($3.96M)

About XSVM

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