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GWGH
GWG Holdings, Inc
GWGH
GWGH
Delisted
GWGH was delisted on the 28th of April, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
IFWM
1
Institute for Wealth Management
Denver,
Colorado
| $1.49M | +$2.81M | +270,000 | +22% |
|
| 2 |
CWM
2
Concert Wealth Management
San Jose,
California
| $1.44M | +$2.29M | +220,000 | +18% |
|
| 3 |
PCM
3
Perkins Capital Management
Wayzata,
Minnesota
| $105K | +$108K | +10,400 | New |
|
| 4 |
4
UBS Group
Zurich,
Switzerland
| $15K | -$15.8K | -1,520 | -51% |
|
| 5 |
5
Morgan Stanley
New York
| $10K | +$10.4K | +1,000 | New |
|
| 6 |
6
BlackRock
New York
| $4K | – | – | – |
|
| 7 |
7
Creative Planning
Overland Park,
Kansas
| – | -$21K | -2,000 | Closed |
|
| 8 |
8
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$6K | -634 | Closed |
|