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Holding4 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Asset Management Financial Services | $138.5M 89.75% | -$4.3M Sold | 0.104% 810.8K shares | 836.2K → 810.8K −$4.3M | -3.03% | $133.37B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 3.53% | — | — 111.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
REIT - Mortgage Real Estate | $5.2M 3.37% | — | 0.165% 282.9K shares | — | — | $3.2B Mid Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $5.2M 3.35% | — | 0.086% 198.4K shares | — | — | $6.0B Mid Cap | Q3 2022 Held for 3y 2m |
