Institutional shares held 46.8 Million
0 calls
0 puts
Total value of holdings $1.53B
$0 calls
$0 puts
# of Institutions 224


Latest Institutional Activity in LVHI

Top Purchases

Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 62K ($2.03M)
Q2 2025
Vision Point Advisory Group, LLC Shares Held: 49K ($1.6M)
Q2 2025
Wealth Care Investment Partners, LLC Shares Held: 63.9K ($2.09M)
Q2 2025
Sk Wealth Management, LLC Shares Held: 427K ($13.9M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 41.3K ($1.35M)

Top Sells

Q2 2025
Fermata Advisors, LLC Shares Held: 23.9K ($782K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 170K ($5.55M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 113K ($3.68M)
Q2 2025
Insight Wealth Strategies, LLC Shares Held: 719K ($23.5M)
Q1 2025
Perennial Investment Advisors, LLC Shares Held: 53K ($1.73M)

About LVHI

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