Institutional shares held 3.09 Million
0 calls
0 puts
Total value of holdings $140M
$0 calls
$0 puts
# of Institutions 117


Latest Institutional Activity in XVV

Top Purchases

Q1 2025
Alpine Bank Wealth Management Shares Held: 78K ($3.54M)
Q1 2025
Lpl Financial LLC Shares Held: 173K ($7.88M)
Q1 2025
Becker Capital Management Inc Shares Held: 231K ($10.5M)
Q1 2025
Jane Street Group, LLC Shares Held: 20.5K ($933K)
Q1 2025
Integrated Wealth Concepts LLC Shares Held: 10.6K ($482K)

Top Sells

Q1 2025
Retirement Capital Strategies Shares Held: 25.7K ($1.17M)
Q1 2025
Archer Investment Management, LLC Shares Held: 18.5K ($840K)
Q1 2025
Sunbelt Securities, Inc. Shares Held: 907 ($41.2K)
Q1 2025
Bsw Wealth Partners Shares Held: 86K ($3.91M)
Q1 2025
Wharton Business Group, LLC Shares Held: 75.6K ($3.43M)

About XVV

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