Institutional shares held 1.74 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 58


Latest Institutional Activity in XSEP

Top Purchases

Q3 2024
Kestra Advisory Services, LLC Shares Held: 177K ($0)
Q3 2024
Great Valley Advisor Group, Inc. Shares Held: 34K ($0)
Q3 2024
First Heartland Consultants, Inc. Shares Held: 74.7K ($0)
Q3 2024
Brookstone Capital Management Shares Held: 37.1K ($0)
Q3 2024
Goldman Sachs Group Inc Shares Held: 21.6K ($0)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 341K ($0)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 155K ($0)
Q3 2024
Envestnet Asset Management Inc Shares Held: 55.4K ($0)
Q3 2024
Cetera Investment Advisers Shares Held: 104K ($0)
Q3 2024
Creative One Wealth, LLC Shares Held: 7.45K ($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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