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PhenixFIN
USD
At close
Updated
Pre-market
After hours
1 day
5 days
1 month
3 months
6 months
Year to date
1 year
5 years
10 years
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 |
|
|---|---|---|---|---|---|---|
| 101 |
BWM
101
Baystate Wealth Management
Boston,
Massachusetts
| – | -$7K | -63 | Closed |
|
| 102 |
SNT
102
Security National Trust
Wheeling,
West Virginia
| – | -$4K | -35 | Closed |
|