Institutional shares held 7.32 Million
0 calls
0 puts
Total value of holdings $436M
$0 calls
$0 puts
# of Institutions 217


Latest Institutional Activity in XMLV

Top Purchases

Q1 2025
Avid Wealth Partners LLC Shares Held: 113K ($6.72M)
Q1 2025
Lmcg Investments, LLC Shares Held: 33.3K ($1.98M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 16.5K ($984K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 453K ($27M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 14.3K ($854K)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 22K ($1.31M)
Q1 2025
Insigneo Advisory Services, LLC Shares Held: 6.37K ($380K)
Q1 2025
Pacific Sun Financial Corp Shares Held: 21.3K ($1.27M)
Q1 2025
Clear Creek Financial Management, LLC Shares Held: 20.9K ($1.24M)
Q1 2025
Act Advisors, Llc. Shares Held: 4.93K ($294K)

About XMLV

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