FFWA
LONA

FRG Family Wealth Advisors’s LeonaBio Inc LONA Stock Holding History

FRG Family Wealth Advisors’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-920
Closed -$18.1K – 163
2024
Q1 		$18.1K Buy
+920
New +$29.2K ﹤0.01% 237
2023
Q1 		– Sell
-1,000
Closed -$31.7K – 143
2022
Q4 		$31.7K Hold
1,000
– – 0.01% 139
2022
Q3 		$30K Hold
1,000
– – 0.01% 138
2022
Q2 		$31K Hold
1,000
– – 0.01% 139
2022
Q1 		$135K Hold
1,000
– – 0.03% 145
2021
Q4 		$130K Buy
+1,000
New +$126K 0.02% 143

Other funds holding LONA

PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return