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Institutional Holdings
TPVGOwnership Summary
Institutions Holding
9
Total Shares Held
18,425
Total Value Held
$90,465
Quarter
2026-06-30
Active Positions
Increased Positions
1
307 shares
Decreased Positions
1
929 shares
Held Positions
4
17,189 shares
New Positions
0
0 shares
Sold Out Positions
3
5,588 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| FARMERS & MERCHANTS INVESTMENTS INC | 10,293 | $50,539 | Unchanged | 0.00% | 2026-06-30 |
| SOA Wealth Advisors, LLC. | 3,000 | $14,730 | Unchanged | 0.00% | 2026-06-30 |
| Aventura Private Wealth, LLC | 2,496 | $12,255 | Unchanged | 0.00% | 2026-06-30 |
| Accordant Advisory Group Inc | 1,400 | $6,874 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 929 | $4,561 | ▼ -22 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 307 | $1,506 | ▲ +29 | 0.00% | 2026-06-30 |
| Osbon Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 |