Stock
Reported value
$14.1M
Holders
5
+0 new · −0 exited
Holders’ est. mark
−$228.2K
Price effect on 3 books still in the name
Largest holder
$8.18M
National Philanthropic Trust
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| National Philanthropic Trust | 318K | $8.18M | −$165.4K | Cut−$165.4K |
| BARCLAYS PLC | 228.9K | $5.89M | −$62.7K | Added$2.72M |
| Aventura Private Wealth, LLC | 606 | $15.6K | — | Held |
| DANSKE BANK A/S | 400 | $10.3K | −$208 | Cut−$73.7K |
| Medallion Wealth Advisors, LLC | 61 | $1.71K | — | Held |
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.