Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / MFO
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Number of holders
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3
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Total 13F shares, excl. options
-
11.9K
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Shares change
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-1.16K
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Total reported value, excl. options
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$1.25M
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Value change
-
-$122K
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Number of sells
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-4
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Price
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$105.20
Significant Holders of LARGE CAP EQUITY MANAGED POOL - MFO as of Q4 2024
4 filings reported holding 808516108 - LARGE CAP EQUITY MANAGED POOL - MFO as of Q4 2024.
LARGE CAP EQUITY MANAGED POOL - MFO has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.9K shares
.
Largest 4 shareholders include HANTZ FINANCIAL SERVICES, INC. (10.4K shares), Game Plan Financial Advisors, LLC (1.28K shares), Fairfield Financial Advisors, LTD (206 shares), and MFA WEALTH ADVISORS, LLC (0 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.