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Total Wealth Planning & Management’s SVRN, Inc. Common Stock SVRN Stock Holding History

Total Wealth Planning & Management’s Portfolio SVRN Stock Details SVRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$29.9K Hold
33
– – 0.02% 209
2025
Q1 		$14.1K Hold
33
– – 0.01% 197
2024
Q4 		$18.9K Buy
+33
New +$24.6K 0.02% 199

Other funds holding SVRN

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

Total Wealth Planning & Management's SVRN Position: Q2 2025 in Review

Total Wealth Planning & Management held its SVRN, Inc. Common Stock (SVRN) position steady in Q2 2025 at 33 shares worth $29.9K. The position accounts for 0.02% of the portfolio, ranked #209.

Total Wealth Planning & Management first reported a position in SVRN in Q4 2024 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold SVRN as of Q2 2025.

  • Total Wealth Planning & Management held 33 shares of SVRN, Inc. Common Stock worth $29.9K as of Q2 2025.
  • Total Wealth Planning & Management left its SVRN, Inc. Common Stock share count unchanged in Q2 2025.
  • SVRN, Inc. Common Stock made up 0.02% of Total Wealth Planning & Management's portfolio in Q2 2025, its #209 holding.
  • Total Wealth Planning & Management first reported a position in SVRN, Inc. Common Stock in Q4 2024 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held SVRN, Inc. Common Stock as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.