Institutional shares held 1.32 Million
2K calls
2.4K puts
Total value of holdings $212M
$321K calls
$385K puts
# of Institutions 121


Latest Institutional Activity in XSW

Top Purchases

Q1 2025
Kingsview Wealth Management, LLC Shares Held: 68K ($10.9M)
Q1 2025
Financial Advocates Investment Management Shares Held: 3.57K ($574K)
Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 2.91K ($468K)
Q1 2025
Kaizen Financial Strategies Shares Held: 2.76K ($443K)
Q1 2025
Rmr Wealth Builders Shares Held: 2.15K ($346K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 6.01K ($966K)
Q1 2025
Merit Financial Group, LLC Shares Held: 8.92K ($1.43M)
Q1 2025
Ntv Asset Management LLC Shares Held: 3.62K ($582K)
Q1 2025
Money Concepts Capital Corp Shares Held: 1.98K ($318K)
Q1 2025
Sivia Capital Partners, LLC Shares Held: 2.21K ($355K)

About XSW

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