Institutional shares held 27.8 Million
0 calls
0 puts
Total value of holdings $850M
$0 calls
$0 puts
# of Institutions 161


Latest Institutional Activity in LVHI

Top Purchases

Q4 2024
Insight Wealth Strategies, LLC Shares Held: 607K ($18.7M)
Q4 2024
Bka Wealth Consulting, Inc. Shares Held: 185K ($5.69M)
Q4 2024
Kelly Financial Services LLC Shares Held: 8.5K ($262K)
Q4 2024
Foresight Capital Management Advisors, Inc. Shares Held: 110K ($3.38M)
Q4 2024
Kmg Fiduciary Partners, LLC Shares Held: 38.2K ($1.18M)

Top Sells

Q4 2024
Empirical Asset Management, LLC Shares Held: 35.9K ($1.1M)
Q4 2024
Long View Wealth Management Shares Held: 6.72K ($207K)
Q4 2024
Advisor Net Financial, Inc Shares Held: 4.52K ($139K)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 32.7K ($1.01M)
Q3 2024
Jane Street Group, LLC Shares Held: 378K ($11.6M)

About LVHI

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