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Institutional Holdings
PCLAOwnership Summary
Institutions Holding
7
Total Shares Held
126
Total Value Held
$589
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
3
126 shares
Sold Out Positions
4
5,377 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 100 | $468 | New position | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 15 | $70 | New position | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 11 | $51 | New position | 0.00% | 2026-06-30 |
| CITIGROUP INC | 0 | $0 | Sold out | 2026-06-30 | |
| UBS Group AG | 0 | $0 | Sold out | 2026-06-30 | |
| OSAIC HOLDINGS, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| MORGAN STANLEY | 0 | $0 | Sold out | 2026-06-30 |