Institutional shares held 6.68 Million
0 calls
0 puts
Total value of holdings $275M
$0 calls
$0 puts
# of Institutions 99


Latest Institutional Activity in LVHD

Top Purchases

Q2 2025
Iron Oak Wealth Llc. Shares Held: 40.9K ($1.68M)
Q2 2025
Sovereign Investment Advisors, LLC Shares Held: 149K ($6.15M)
Q2 2025
Wealthcare Capital Partners, LLC Shares Held: 6.4K ($263K)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 63.8K ($2.62M)
Q2 2025
Long View Wealth Management Shares Held: 5.2K ($214K)

Top Sells

Q2 2025
Janney Montgomery Scott LLC Shares Held: 45.7K ($1.88M)
Q2 2025
Albion Financial Group Shares Held: 1.64K ($67.2K)
Q1 2025
Wells Fargo & Company Shares Held: 255K ($10.5M)
Q1 2025
Mill Creek Capital Advisors, LLC Shares Held: 8.01K ($329K)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 198K ($8.16M)

About LVHD

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