Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 11/14/2024 | Winning Points Advisors, LLC | Sep 2024 | $59M | — | EDGAR ↗ |
| 2/14/2024 | Greenlight Capital | Dec 2023 | $2.0B | 116 | — |
| 11/15/2023 | Leo H. Evart, Inc. | Sep 2023 | $65M | — | EDGAR ↗ |
| 11/14/2023 | Greenlight Capital | Sep 2023 | $1.8B | 116 | — |
| 10/5/2023 | Qp Wealth Management, Llc | Sep 2023 | $57M | — | EDGAR ↗ |
| 1/25/2023 | Canandaigua National Corp | Dec 2022 | $589M | — | EDGAR ↗ |
| 11/15/2021 | SageGuard Financial Group, LLC | Sep 2021 | $6M | — | EDGAR ↗ |