← All institutions
Institutional Holdings
AIFAOwnership Summary
Institutions Holding
2
Total Shares Held
243
Total Value Held
$542
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
2
243 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 210 | $468 | New position | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 33 | $74 | New position | 0.00% | 2026-06-30 |