13F QoQ Ownership Changes
AGMH Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 1 added · 2 reduced · 2 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 100 | +100 | $197 | +$197 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 195 | +191 | $384 | +$351 | 4775.0% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Arax Advisory Partners | 2 | 0 | $4 | -$13 | 0.0% |
| SBI Securities Co., Ltd. | 2 | 0 | $4 | -$13 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 0 | -5,400 | $0 | -$44.9K | — |
| CITIGROUP INC | 0 | -3,976 | $0 | -$33.1K | — |