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INSI
Insight Select Income Fund
INSI
INSI
Delisted
INSI was delisted on the 31st of January, 2025.
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 |
|
|---|---|---|---|---|---|---|
| 26 |
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | +$11.9K | +625 | New |
|
| 27 |
AG
27
Advisor Group
Phoenix,
Arizona
| $10K | +$9.48K | +500 | New |
|
| 28 |
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $8K | +$7.51K | +396 | New |
|
| 29 |
RFA
29
Reilly Financial Advisors
La Mesa,
California
| $6K | +$5.79K | +305 | New |
|
| 30 |
30
Creative Planning
Overland Park,
Kansas
| $6K | +$6.11K | +322 | New |
|
| 31 |
31
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | +$6.37K | +336 | New |
|
| 32 |
LYV
32
Live Your Vision
West Conshohocken,
Pennsylvania
| $5K | +$4.74K | +250 | New |
|
| 33 |
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | +$4.97K | +262 | New |
|
| 34 |
PCM
34
Penserra Capital Management
Orinda,
California
| $3K | +$3.28K | +173 | New |
|
| 35 |
PFBT
35
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|