CM
ML

Caption Management’s MoneyLion Inc. ML Stock Holding History

Caption Management’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-38,936
Closed -$3.37M – 2388
2025
Q1 		$3.37M Buy
38,936
+12,931
+50% +$1.12M 0.15% 515
2024
Q4 		$2.24M Buy
+26,005
New +$1.75M 0.09% 653

Other funds holding ML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return