13F QoQ Ownership Changes
SBEVW Institutional Holders
Period 2025-06-30 · prior 2025-03-31 · 2 new · 0 added · 0 reduced · 4 exited
New Positions(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| StoneX Group Inc. | 27,452 | +27,452 | $21.5K | +$21.5K | — |
| ADVISOR GROUP HOLDINGS, INC. | 1,250 | +1,250 | $200 | +$200 | — |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0 | -60,000 | $0 | -$9.7K | — |
| GROUP ONE TRADING, L.P. | 0 | -19,305 | $0 | -$3.1K | — |
| CWC Advisors, LLC. | 0 | -10,000 | $0 | -$1.6K | — |
| MORGAN STANLEY | 0 | -2,000 | $0 | -$482 | — |