Institutional shares held 1.31 Million
2K calls
2.4K puts
Total value of holdings $254M
$388K calls
$465K puts
# of Institutions 119


Latest Institutional Activity in XSW

Top Purchases

Q4 2024
Kingsview Wealth Management, LLC Shares Held: 60.1K ($11.7M)
Q4 2024
Raymond James Financial Inc Shares Held: 26.6K ($5.19M)
Q4 2024
Morgan Stanley Shares Held: 107K ($21M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 18.9K ($3.69M)
Q4 2024
Wells Fargo & Company Shares Held: 27.1K ($5.29M)

Top Sells

Q4 2024
Jpmorgan Chase & CO Shares Held: 22.9K ($4.48M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 8.19K ($1.6M)
Q4 2024
Amica Mutual Insurance CO Shares Held: 4.14K ($810K)
Q4 2024
Fifth Third Securities, Inc. Shares Held: 15.3K ($2.98M)
Q4 2024
Citadel Advisors LLC Shares Held: 4.8K ($938K)

About XSW

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