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Institutional Holdings
MSBTOwnership Summary
Institutions Holding
4
Total Shares Held
61,887
Total Value Held
$1,042,796
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
4
61,887 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Palatine Hill Wealth Management, LLC | 37,127 | $625,590 | New position | 0.50% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 11,000 | $185,350 | New position | 0.01% | 2026-06-30 |
| Valeo Financial Advisors, LLC | 10,955 | $184,592 | New position | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 2,805 | $47,264 | New position | 0.00% | 2026-06-30 |