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Institutional Holdings
DSUOwnership Summary
Institutions Holding
6
Total Shares Held
411,563
Total Value Held
$3,992,173
Quarter
2026-06-30
Active Positions
Increased Positions
1
2,252 shares
Decreased Positions
1
221 shares
Held Positions
0
0 shares
New Positions
3
409,090 shares
Sold Out Positions
1
23,599 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 390,627 | $3,789,079 | New position | 0.00% | 2026-06-30 |
| WHALEROCK POINT PARTNERS, LLC | 10,395 | $100,831 | New position | 0.02% | 2026-06-30 |
| PRIVATE TRUST CO NA | 8,068 | $78,260 | New position | 0.01% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 2,252 | $21,844 | ▲ +573 | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 221 | $2,159 | ▼ -195 | 0.00% | 2026-06-30 |
| KELLEHER FINANCIAL ADVISORS | 0 | $0 | Sold out | 2026-06-30 |