Glassman Wealth Services’s Vivani Medical VANI Stock Holding History

Glassman Wealth Services’s Portfolio VANI Stock Details VANI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-140,385	Closed	-$143K	–	1752
2023 Q4	$143K	Hold	140,385	–	–	0.02%	242
2023 Q3	$143K	Hold	140,385	–	–	0.02%	224
2023 Q2	$170K	Hold	140,385	–	–	0.03%	189
2023 Q1	$140K	Hold	140,385	–	–	0.02%	211
2022 Q4	$119K	Hold	140,385	–	–	0.02%	237
2022 Q3	$320K	Buy	+140,385	New	+$666K	0.07%	100
2019 Q4	–	Sell	-2,193	Closed	-$43K	–	1500
2019 Q3	$43K	Sell	2,193 -822	-27%	-$16.2K	0.02%	259
2019 Q2	$58K	Hold	3,015	–	–	0.02%	223
2019 Q1	$58K	Hold	3,015	–	–	0.03%	216
2018 Q4	$64K	Hold	3,015	–	–	0.03%	172
2018 Q3	$137K	Hold	3,015	–	–	0.06%	131
2018 Q2	$120K	Hold	3,015	–	–	0.06%	127
2018 Q1	$139K	Buy	+3,015	New	+$134K	0.09%	100

Other funds holding VANI

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monetary Management Group St Louis, Missouri $419M AUM 29.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return