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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
Bank of America
Charlotte,
North Carolina
| $24.8K | +$24.9K | +820 | New |
|
| 27 |
27
Osaic Holdings
Scottsdale,
Arizona
| $21K | – | – | – |
|
| 28 |
28
UBS Group
Zurich,
Switzerland
| $18.2K | +$18.2K | +600 | New |
|
| 29 |
SPIA
29
Steward Partners Investment Advisory
New York
| $3.03K | -$974K | -32,073 | -100% |
|
| 30 |
GM
30
GeoWealth Management
Chicago,
Illinois
| $30 | – | – | – |
|
| 31 |
AC
31
AIFG Consultants
Halfmoon,
New York
| – | -$362K | -12,005 | Closed |
|
| 32 |
32
Citadel Advisors
Miami,
Florida
| – | -$270K | -8,949 | Closed |
|
| 33 |
33
Raymond James Financial
St Petersburg,
Florida
| – | -$814 | -27 | Closed |
|
| 34 |
34
JP Morgan Chase
New York
| – | -$90 | -3 | Closed |
|