Institutional shares held 1.64 Million
0 calls
0 puts
Total value of holdings $62.6M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in XVV

Top Purchases

Q4 2023
Sun Life Financial Inc Shares Held: 823K ($31.4M)
Q4 2023
Franklin Resources Inc Shares Held: 66.2K ($2.53M)
Q4 2023
Becker Capital Management Inc Shares Held: 224K ($8.56M)
Q4 2023
Financial Council Asset Management Inc Shares Held: 34.2K ($1.31M)
Q4 2023
Better Money Decisions, LLC Shares Held: 96.7K ($3.69M)

Top Sells

Q4 2023
Heritage Wealth Management, LLC Shares Held: 11.1K ($425K)
Q4 2023
Retirement Capital Strategies Shares Held: 121K ($4.64M)
Q4 2023
Us Bancorp \De\ Shares Held: 3.14K ($120K)
Q4 2023
Truist Financial Corp Shares Held: 50.1K ($1.91M)
Q4 2023
Mariner, LLC Shares Held: 5.94K ($227K)

About XVV

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