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NAPA
The Duckhorn Portfolio, Inc.
NAPA
NAPA
Delisted
NAPA was delisted on the 23rd of December, 2024.
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 |
|
|---|---|---|---|---|---|---|
| 151 |
151
Simplex Trading
Chicago,
Illinois
| – | -$46.4K | -2,948 | Closed |
|
| 152 |
152
Group One Trading
Chicago,
Illinois
| – | -$21.7K | -1,311 | Closed |
|
| 153 |
LC
153
Lindbrook Capital
Calabasas,
California
| – | -$1.71K | -103 | Closed |
|
| 154 |
SWM
154
Spire Wealth Management
Mclean,
Virginia
| – | -$2K | -100 | Closed |
|
| 155 |
HI
155
Harbour Investments
Madison,
Wisconsin
| – | -$282 | -17 | Closed |
|
| 156 |
C
156
Covestor
London,
United Kingdom
| – | -$47 | -3 | -23% |
|
| 157 |
SFG
157
Steward Financial Group
Colleyville,
Texas
| – | +$63 | +4 | +200% |
|
| 158 |
158
Nisa Investment Advisors
St. Louis,
Missouri
| – | +$409 | +26 | +650% |
|