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PhenixFIN
PFX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Almitas Capital
1
Almitas Capital
California
USD 4.6 M +USD 3.8 M +162,340 Nuevas
American Financial Group
2
American Financial Group
Ohio
USD 3.22 M – – –
Fortress Investment Group
3
Fortress Investment Group
New York
USD 3.05 M -USD 3.86 M -164,871 -63%
Morgan Stanley
4
Morgan Stanley
New York
USD 1.55 M +USD 208 k +8,892 +19%
Confluence Investment Management
5
Confluence Investment Management
Missouri
USD 665 k – – –
Legal & General Group
6
Legal & General Group
United Kingdom
USD 538 k -USD 52.3 k -2,236 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 199 k -USD 15.6 k -668 -9%
RG
8
Retirement Group
California
USD 127 k -USD 2.34 k -100 -2%
Banque Cantonale Vaudoise
9
Banque Cantonale Vaudoise
Switzerland
USD 71 k – – –
Compagnie Lombard Odier SCmA
10
Compagnie Lombard Odier SCmA
Switzerland
USD 69 k – – –
Atlas Private Wealth Advisors
11
Atlas Private Wealth Advisors
New Jersey
USD 47 k -USD 7.89 k -337 -17%
UBS Group
12
UBS Group
Switzerland
USD 38 k -USD 14.2 k -608 -31%
Wells Fargo
13
Wells Fargo
California
USD 8 k – – –
Accel Wealth Management
14
Accel Wealth Management
Iowa
USD 8 k +USD 6.44 k +275 Nuevas
Bank of America
15
Bank of America
North Carolina
USD 5 k – – –
Geneos Wealth Management
16
Geneos Wealth Management
Colorado
USD 4 k – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 1 k -USD 2.06 k -88 -74%
Creative Financial Designs
18
Creative Financial Designs
Indiana
USD 1 k – – –
Ten Capital Wealth Advisors
19
Ten Capital Wealth Advisors
Washington
USD 1 k +USD 702 +30 Nuevas
Tower Research Capital (TRC)
20
Tower Research Capital (TRC)
New York
– -USD 2 k -127 Cerradas
Ranch Capital Advisors
21
Ranch Capital Advisors
Florida
– -USD 1 k -104 Cerradas