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Institutional Holdings
DBPOwnership Summary
Institutions Holding
4
Total Shares Held
1,040
Total Value Held
$96,173
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
1
890 shares
New Positions
1
150 shares
Sold Out Positions
2
17,142 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Copia Wealth Management | 890 | $82,302 | Unchanged | 0.05% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 150 | $13,871 | New position | 0.00% | 2026-06-30 |
| FLOW TRADERS U.S. LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Lester Murray Antman dba SimplyRich | 0 | $0 | Sold out | 2026-06-30 |