EP
BASE

Essential Partners’s Couchbase BASE Stock Holding History

Essential Partners’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,073
Closed -$26.2K – 2680
2025
Q2 		$26.2K Buy
+1,073
New +$19.5K 0.01% 600

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return