Institutional shares held 116 Million
0 calls
0 puts
Total value of holdings $3.49B
$0 calls
$0 puts
# of Institutions 318


Latest Institutional Activity in CGXU

Top Purchases

Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 1.89M ($56.7M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 12.5K ($376K)
Q4 2025
Aventura Private Wealth, LLC Shares Held: 3.5K ($105K)
Q4 2025
Financial Management Network Inc Shares Held: 439K ($13.2M)
Q4 2025
Harbor Investment Advisory, LLC Shares Held: 10.1K ($304K)

Top Sells

Q4 2025
Freedom Financial Partners LLC Shares Held: 240K ($7.2M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 13.8K ($414K)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 110K ($3.29M)
Q4 2025
Procyon Advisors, LLC Shares Held: 91K ($2.73M)
Q4 2025
Lincoln Capital LLC Shares Held: 27.5K ($825K)

About CGXU

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