Institutional shares held 1.85 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 61


Latest Institutional Activity in XSEP

Top Purchases

Q1 2025
Life Wealth Investments, LLC Shares Held: 6.63K ($0)
Q1 2025
Pfs Partners, LLC Shares Held: 3.38K ($0)
Q4 2024
Brookstone Capital Management Shares Held: 78.4K ($0)
Q4 2024
Ameriprise Financial Inc Shares Held: 33.9K ($0)
Q4 2024
Old Mission Capital LLC Shares Held: 29.5K ($0)

Top Sells

Q1 2025
Millington Financial Advisors, LLC Shares Held: 66.5K ($0)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 16.6K ($0)
Q1 2025
Chris Bulman Inc Shares Held: 74.3K ($0)
Q1 2025
Kraematon Investment Advisors, Inc Shares Held: 58.1K ($0)
Q1 2025
Holistic Planning, LLC Shares Held: 25.2K ($0)

About XSEP


Insider Transactions at XSEP

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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