Stock
Reported value
$17M
Holders
7
+1 new · −2 exited
Holders’ est. mark
$680.5K
Price effect on 6 books still in the name
Largest holder
$12.6M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 31.8K | $12.6M | $461.4K | Added$4.15M |
| Henshaw Capital LLC | 8.49K | $3.36M | $174.2K | Added$174.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 2.06K | $817.8K | $42.4K | Cut−$70.4K |
| Swiss Life Asset Management Ltd | 538 | $212.8K | — | New |
| Cornerstone National Bank & Trust Co | 105 | $41.6K | $2.15K | Added$2.15K |
| Ransom Advisory, Ltd | 9 | $3.57K | $185 | Added$185 |
| Prestige Wealth Management Group LLC | 7 | $2.77K | $144 | Added$144 |
Who left
Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.