Stock
Reported value
$727.7K
Holders
3
+0 new · −1 exited
Holders’ est. mark
−$38.1K
Price effect on 3 books still in the name
Largest holder
$625.6K
National Philanthropic Trust
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| National Philanthropic Trust | 12.4K | $625.6K | −$33.9K | Cut−$33.9K |
| Ransom Advisory, Ltd | 2K | $101K | −$4.11K | Added$21.1K |
| Prestige Wealth Management Group LLC | 20 | $1.01K | −$4 | Added$956 |
Who left
- BARCLAYS PLC$151.7K
Positions as of Q3 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.