Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ADR
-
Total 13F shares
-
1,148,599
-
Share change
-
-229,006
-
Total reported value
-
$4,847,109
-
Price per share
-
$4.22
-
Number of holders
-
7
-
Value change
-
-$612,337
-
Number of buys
-
4
-
Number of sells
-
5
Institutional Holders of LUFAX HOLDING LTD SPONSORED ADR - ADR (LU) as of Q1 2024
As of 31 Mar 2024,
LUFAX HOLDING LTD SPONSORED ADR - ADR (LU) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,148,599 shares.
The largest 7 holders included
Cape Ann Asset Management Ltd, Pinnacle Wealth Planning Services, Inc., DGS Capital Management, LLC, Avior Wealth Management, LLC, Farther Finance Advisors, LLC, Harvest Fund Management Co., Ltd, and EverSource Wealth Advisors, LLC.
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.