Institutional shares held 43.7 Million
4.2K calls
100 puts
Total value of holdings $4B
$384K calls
$9K puts
# of Institutions 405


Latest Institutional Activity in XMHQ

Top Purchases

Q1 2025
Tru Wealth Advisors, LLC Shares Held: 291K ($26.6M)
Q1 2025
Annex Advisory Services, LLC Shares Held: 1.11M ($102M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 200K ($18.3M)
Q1 2025
Merit Financial Group, LLC Shares Held: 94.8K ($8.68M)
Q1 2025
True Wealth Advisors, LLC Shares Held: 61.3K ($5.61M)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 13.7K ($1.25M)
Q1 2025
Fermata Advisors, LLC Shares Held: 29.4K ($2.69M)
Q1 2025
Secure Asset Management, LLC Shares Held: 22.6K ($2.07M)
Q1 2025
Ggm Financials LLC Shares Held: 17.7K ($1.62M)
Q1 2025
Cathy Pareto & Associates, Inc Shares Held: 6.16K ($563K)

About XMHQ

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