Stock
Reported value
$11.1M
Holders
13
+0 new · −0 exited
Holders’ est. mark
$605.9K
Price effect on 11 books still in the name
Largest holder
$3.6M
Altrafin AG
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Altrafin AG | 49.9K | $3.6M | $256.3K | Added$258.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | 32.5K | $2.35M | $65.7K | Added$1.49M |
| FLAGSHIP HARBOR ADVISORS, LLC | 13.8K | $994.7K | — | Held |
| Finivi Inc. | 10.7K | $775.9K | $54.9K | Added$60.5K |
| Swiss Life Asset Management Ltd | 9.45K | $682.1K | $48.6K | Added$48.6K |
| BROADWATER CAPITAL MANAGEMENT LLC | 8.24K | $594.5K | $42.3K | Added$42.3K |
| National Philanthropic Trust | 7.96K | $574.6K | $40.9K | Cut−$41.1K |
| Henshaw Capital LLC | 5.33K | $384.4K | $21.5K | Added$103.8K |
| BARCLAYS PLC | 4.96K | $358.2K | $25.5K | Cut−$65.4K |
| Ransom Advisory, Ltd | 4.57K | $330.1K | $21.8K | Added$46K |
| Leonteq Securities AG | 4K | $288.7K | $20.6K | Added$20.6K |
| CHESAPEAKE ASSET MANAGEMENT LLC | 1.5K | $108.6K | $7.73K | Added$7.74K |
| Prestige Wealth Management Group LLC | 200 | $14.4K | — | Held |
Positions as of Q2 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.