Institutional shares held 1.76 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 56


Latest Institutional Activity in XSEP

Top Purchases

Q4 2024
Brookstone Capital Management Shares Held: 78.4K ($0)
Q4 2024
Silver Oak Securities, Inc Shares Held: 10.4K ($0)
Q4 2024
Advyzon Investment Management, LLC Shares Held: 5.53K ($0)
Q4 2024
Global Retirement Partners, LLC Shares Held: 2.75K ($0)
Q4 2024
Pfs Partners, LLC Shares Held: 3.25K ($0)

Top Sells

Q4 2024
Holistic Planning, LLC Shares Held: 25.8K ($0)
Q4 2024
Truist Financial Corp Shares Held: 5.26K ($0)
Q4 2024
Kraematon Investment Advisors, Inc Shares Held: 59.3K ($0)
Q4 2024
Mutual Advisors, LLC Shares Held: 23.3K ($0)
Q4 2024
Clear Point Advisors Inc. Shares Held: 21.8K ($0)

About XSEP


Insider Transactions at XSEP

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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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