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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 |
GM
26
GeoWealth Management
Chicago,
Illinois
| $27 | – | – | – |
|
| 27 |
27
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$3.46M | -115,671 | Closed |
|
| 28 |
SOS
28
Silver Oak Securities
Jackson,
Tennessee
| – | -$989K | -33,674 | Closed |
|
| 29 |
VFA
29
Values First Advisors
Gray,
Tennessee
| – | -$263K | -9,008 | Closed |
|
| 30 |
MGIA
30
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$261K | -8,940 | Closed |
|
| 31 |
31
Bank of America
Charlotte,
North Carolina
| – | -$23.9K | -820 | Closed |
|