Toroso Investments, LLC Excel Fin Acquisition Corp. Transaction History

Toroso Investments, LLC

$8.31 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$10.71 - $10.93 $136,713 - $139,521	-12,765 Reduced 36.3%	22,405 $244,000
Q4 2023 Feb 14, 2024	SELL	$10.62 - $10.71 $42,989 - $43,354	-4,048 Reduced 10.32%	35,170 $376,000
Q3 2023 Nov 15, 2023	SELL	$10.4 - $10.65 $112,132 - $114,828	-10,782 Reduced 21.56%	39,218 $417,000
Q2 2023 Aug 14, 2023	BUY	$10.22 - $10.42 $511,000 - $521,000	50,000 New	50,000 $520,000

Others Institutions Holding XFIN

# of Institutions

4

Shares Held

152K

Call Options Held

0

Put Options Held

0

Sky View Investment Advisors, LLC Shrewsbury, NJ

100K
Shares

$924,000
0.18% of portfolio
Clear Street LLC

51.4K
Shares

$474,917
0.01% of portfolio
Tower Research Capital LLC (Trc) New York, NY

297
Shares

$2,744
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About ExcelFin Acquisition Corp.

Ticker XFIN
Exchange NASDAQ
Sector Financial Services
Industry Shell Companies
Shares Outstandng 23,000,000
Market Cap $213M
Description
ExcelFin Acquisition Corp. does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2021 and is based in San Francisco, California.

More about XFIN

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