Institutional shares held 242,637
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 20


Latest Institutional Activity in SPXV

Top Purchases

Q1 2025
Mather Group, Llc. Shares Held: 12.8K ($0)
Q1 2025
Western Wealth Management, LLC Shares Held: 4.97K ($0)
Q1 2025
Ubs Group Ag Shares Held: 694 ($0)
Q1 2025
Lpl Financial LLC Shares Held: 4.66K ($0)
Q1 2025
Abound Wealth Management Shares Held: 166 ($0)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 1.51K ($0)
Q1 2025
Goldman Sachs Group Inc Shares Held: 13K ($0)
Q1 2025
American Trust Investment Advisors, LLC Shares Held: 6.65K ($0)
Q1 2025
Truefg, LLC Shares Held: 10.5K ($0)
Q4 2024
Creative Planning Shares Held: 31.3K ($0)

About SPXV


Insider Transactions at SPXV

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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