Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
BWIN | Baldwin Insurance Group, Inc. | Chief Partnership Officer, Member of 10% owner group | $54.8M | +$99.9K | +0.18% | Nov 9, 2023 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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