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Institutional Holdings

XERI

Ownership Summary

Institutions Holding
1
Total Shares Held
150,288
Total Value Held
$2,066
Quarter
2026-06-30

Active Positions

Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
1
150,288 shares
New Positions
0
0 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
Williams Jones Wealth Management, LLC. 150,288 $2,066 Unchanged 0.00% 2026-06-30