Institutional shares held 3.04 Million
0 calls
0 puts
Total value of holdings $129M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in XVV

Top Purchases

Q1 2025
Presidio Capital Management, LLC Shares Held: 6.48K ($276K)
Q1 2025
Freedom Financial Partners LLC Shares Held: 8.05K ($342K)
Q1 2025
Magnus Financial Group LLC Shares Held: 19.5K ($828K)
Q4 2024
Two Sigma Investments, LP Shares Held: 59.6K ($2.54M)
Q4 2024
Raymond James Financial Inc Shares Held: 57.4K ($2.44M)

Top Sells

Q1 2025
Archer Investment Management, LLC Shares Held: 18.5K ($786K)
Q1 2025
Better Money Decisions, LLC Shares Held: 86.8K ($3.69M)
Q1 2025
Highland Financial Advisors, LLC Shares Held: 9.7K ($413K)
Q1 2025
Leverty Financial Group, LLC Shares Held: 9.46K ($403K)
Q1 2025
St Germain D J CO Inc Shares Held: 9.24K ($393K)

About XVV

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