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Institutional Holdings
ALEOwnership Summary
Institutions Holding
4
Total Shares Held
232,691
Total Value Held
$6,430,334
Quarter
2025-12-31
Active Positions
Increased Positions
1
855 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
1
231,836 shares
Sold Out Positions
2
15,612 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| COMERICA BANK | 0 | $0 | Sold out | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 0 | $0 | Sold out | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 231,836 | $6,372,279 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 855 | $58,055 | ▲ +104 | 2025-12-31 |