Institutional shares held 56.7 Million
0 calls
0 puts
Total value of holdings $1.93B
$0 calls
$0 puts
# of Institutions 249


Latest Institutional Activity in LVHI

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 7.92M ($269M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 3.65M ($124M)
Q2 2025
Bank Of America Corp Shares Held: 2.81M ($95.5M)
Q2 2025
Morgan Stanley Shares Held: 3.25M ($110M)
Q2 2025
Ameriprise Financial Inc Shares Held: 1.62M ($55M)

Top Sells

Q2 2025
Fermata Advisors, LLC Shares Held: 23.9K ($813K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 53.4K ($1.82M)
Q2 2025
Geo Wealth Management, LLC Shares Held: 16K ($544K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 183K ($6.24M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 170K ($5.77M)

About LVHI

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