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Institutional Holdings
ASGOwnership Summary
Institutions Holding
5
Total Shares Held
8,507
Total Value Held
$46,536
Quarter
2026-06-30
Active Positions
Increased Positions
1
1,151 shares
Decreased Positions
0
0 shares
Held Positions
1
415 shares
New Positions
1
6,941 shares
Sold Out Positions
2
19,833 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| United Financial Planning Group LLC | 6,941 | $37,966 | New position | 0.02% | 2026-06-30 |
| Thomas J. Herzfeld Advisors, Inc. | 1,151 | $6,295 | ▲ +24 | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 415 | $2,275 | Unchanged | 0.00% | 2026-06-30 |
| DECISION INVESTMENTS, INC | 0 | $0 | Sold out | 2026-06-30 | |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |