Institutional shares held 6.65 Million
0 calls
0 puts
Total value of holdings $269M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in LVHD

Top Purchases

Q2 2025
Iron Oak Wealth Llc. Shares Held: 40.9K ($1.65M)
Q2 2025
Long View Wealth Management Shares Held: 5.2K ($210K)
Q2 2025
Centurion Wealth Management LLC Shares Held: 37.5K ($1.52M)
Q2 2025
Xml Financial, LLC Shares Held: 42.2K ($1.7M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 18.2K ($736K)

Top Sells

Q2 2025
Janney Montgomery Scott LLC Shares Held: 45.7K ($1.84M)
Q2 2025
Albion Financial Group Shares Held: 1.64K ($66.1K)
Q1 2025
Wells Fargo & Company Shares Held: 255K ($10.3M)
Q1 2025
Mill Creek Capital Advisors, LLC Shares Held: 8.01K ($324K)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 198K ($8.02M)

About LVHD

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