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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 |
OA
26
Operose Advisors
Milwaukee,
Wisconsin
| $58.8K | +$13.7K | +472 | +31% |
|
| 27 |
ACA
27
Aptus Capital Advisors
Fairhope,
Alabama
| $58.8K | +$1.37K | +47 | +2% |
|
| 28 |
28
Bank of America
Charlotte,
North Carolina
| $23.9K | – | – | – |
|
| 29 |
SPIA
29
Steward Partners Investment Advisory
New York
| $2.92K | – | – | – |
|
| 30 |
GM
30
GeoWealth Management
Chicago,
Illinois
| $29 | – | – | – |
|
| 31 |
CW
31
CreativeOne Wealth
Overland Park,
Kansas
| – | -$7.01M | -231,534 | Closed |
|
| 32 |
VA
32
Valmark Advisers
Akron,
Ohio
| – | -$575K | -18,984 | Closed |
|
| 33 |
33
Jane Street
New York
| – | -$201K | -6,621 | Closed |
|
| 34 |
34
Osaic Holdings
Scottsdale,
Arizona
| – | -$21K | -694 | Closed |
|
| 35 |
35
UBS Group
Zurich,
Switzerland
| – | -$18.2K | -600 | Closed |
|