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Sovereign's Capital Flourish Fund
SOVF
SOVF
32.11
USD
-0.14
0.43%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.43%
5 days
0.44%
1 month
1.55%
3 months
12.51%
6 months
12.86%
Year to date
10.15%
1 year
3.82%
5 years
31.22%
10 years
31.22%
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
Raymond James Financial
St Petersburg,
Florida
| $814 | +$784 | +27 | New |
|
| 27 |
27
JP Morgan Chase
New York
| $90 | +$87 | +3 | New |
|
| 28 |
GM
28
GeoWealth Management
Chicago,
Illinois
| $30 | +$29 | +1 | New |
|
| 29 |
TC
29
TownSquare Capital
Provo,
Utah
| – | -$4.21M | -141,675 | Closed |
|
| 30 |
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$1M | -33,662 | Closed |
|
| 31 |
31
Truist Financial
Charlotte,
North Carolina
| – | -$1M | -33,662 | Closed |
|
| 32 |
AAP
32
Arax Advisory Partners
Denver,
Colorado
| – | -$25.3K | -850 | Closed |
|
| 33 |
33
Morgan Stanley
New York
| – | -$1.81K | -61 | Closed |
|