Stock
XVV
| Ownership Count: | 159 |
| Ownership Count: | 159 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 0.03% |
Added 15.29%
|
3,461,151 | $98,386,000.0 |
| SUN LIFE FINANCIAL INC | 2.18% |
No Change
|
823,040 | $37,283,000.0 |
| BECKER CAPITAL MANAGEMENT INC | 0.3% |
Added 0.10%
|
203,284 | $9,208,000.0 |
| Lido Advisors, LLC | 0.11% |
No Change
|
198,017 | $5,628,000.0 |
| LPL Financial LLC | 0.0% |
Added 2.70%
|
143,666 | $6,507,000.0 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 0.05% |
Added 15.47%
|
104,439 | $3,386,000.0 |
| BSW Wealth Partners | 0.63% |
Reduced 3.01%
|
94,956 | $4,301,000.0 |
| JNBA Financial Advisors | 0.44% |
Added 16.31%
|
94,618 | $4,286,000.0 |
| Better Money Decisions, LLC | 2.94% |
Added 0.85%
|
93,750 | $4,246,000.0 |
| Wharton Business Group, LLC | 0.17% |
Reduced 3.70%
|
83,200 | $3,769,000.0 |
| FRANKLIN RESOURCES INC | 0.0% |
No Change
|
77,883 | $3,528,000.0 |
| Atlantic Private Wealth, LLC | 2.33% |
Reduced 3.52%
|
67,669 | $3,065,000.0 |
| TWO SIGMA INVESTMENTS, LP | 0.01% |
No Change
|
59,600 | $2,699,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
57,439 | $2,601,000.0 |
| Biltmore Family Office, LLC | 0.44% |
Reduced 16.18%
|
56,201 | $2,545,000.0 |