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Institutional Holdings
AGDOwnership Summary
Institutions Holding
5
Total Shares Held
59,657
Total Value Held
$722,444
Quarter
2026-06-30
Active Positions
Increased Positions
1
20,417 shares
Decreased Positions
0
0 shares
Held Positions
3
39,240 shares
New Positions
0
0 shares
Sold Out Positions
1
13,035 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 37,890 | $458,848 | Unchanged | 0.16% | 2026-06-30 |
| CoreCap Advisors, LLC | 20,417 | $247,247 | ▲ +10,942 | 0.01% | 2026-06-30 |
| Farther Finance Advisors, LLC | 1,100 | $13,321 | Unchanged | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3,028 | Unchanged | 0.00% | 2026-06-30 |
| Second Line Capital, LLC | 0 | $0 | Sold out | 2026-06-30 |