13F QoQ Ownership Changes
CVKD Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 0 added · 2 reduced · 1 exited
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 25 | 0 | $170 | -$176 | 0.0% |
| CALDWELL SUTTER CAPITAL, INC. | 5 | 0 | $34 | -$35 | 0.0% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 0 | -20 | $0 | -$277 | — |