13F

Stock

Ishares Tr

Ticker not mapped · held by 3 managers

Reported value

$2.58M

Holders

3

+1 new · −0 exited

Holders’ est. mark

$121K

Price effect on 2 books still in the name

Largest holder

$1.78M

Ramiah Investment Group

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Ramiah Investment Group36.4K$1.78M$90.9KAdded$87.3K
ELEVATION POINT WEALTH PARTNERS, LLC12K$591.1K$30.1KCut−$22.9K
Emergent Wealth Advisors, LLC4.09K$200.5KNew

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.