Stock
IFV
| Ownership Count: | 174 |
| Ownership Count: | 174 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.0% |
Reduced 27.26%
|
1,529,689 | $29,324,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
1,304,568 | $25,008,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.03% |
No Change
|
1,090,559 | $22,947,000.0 |
| Concurrent Investment Advisors, LLC | 0.37% |
Added 0.52%
|
701,093 | $13,439,000.0 |
| CITADEL ADVISORS LLC | 0.01% |
Added 3216.94%
|
671,681 | $12,876,000.0 |
| NewEdge Advisors, LLC | 0.06% |
Added 3.30%
|
491,096 | $9,414,000.0 |
| GWM Advisors LLC | 0.07% |
Added 1.63%
|
475,399 | $10,003,000.0 |
| LPL Financial LLC | 0.0% |
Added 1.68%
|
423,832 | $8,124,000.0 |
| Wealth Enhancement & Preservation of GA, LLC | 4.12% |
No Change
|
374,852 | $7,990,000.0 |
| OSAIC HOLDINGS, INC. | 0.02% |
Reduced 4.19%
|
330,301 | $6,949,000.0 |
| Advisor Group Holdings, Inc. | 0.02% |
No Change
|
330,301 | $6,949,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.0% |
No Change
|
304,851 | $6,414,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Added 0.09%
|
246,510 | $4,725,000.0 |
| G&S Capital LLC | 2.71% |
Reduced 0.62%
|
216,580 | $4,924,000.0 |
| Advisor Group, Inc. | 0.06% |
No Change
|
212,680 | $4,537,000.0 |