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SPE
Special Opportunities Fund
SPE
SPE
13.56
USD
-0.01
0.07%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.07%
5 days
-0.44%
1 month
1.12%
3 months
-3.35%
6 months
-8.19%
Year to date
-8.07%
1 year
-9.72%
5 years
-10.2%
10 years
-4.78%
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 |
CA
26
Crewe Advisors
Salt Lake City,
Utah
| $77K | – | – | – |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| $74K | -$51.7K | -4,261 | -38% |
|
| 28 |
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | -$1.33K | -110 | -4% |
|
| 29 |
WC
29
Winmill & Co
Walpole,
New Hampshire
| $22K | – | – | – |
|
| 30 |
LC
30
Lindbrook Capital
Calabasas,
California
| $14K | -$67.3K | -5,548 | -81% |
|
| 31 |
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
| 32 |
32
Bank of America
Charlotte,
North Carolina
| $1K | -$46.6K | -3,841 | -97% |
|
| 33 |
RCM
33
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$590K | -48,507 | Closed |
|
| 34 |
SFS
34
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$215K | -18,182 | Closed |
|
| 35 |
SIA
35
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$38K | -3,246 | Closed |
|
| 36 |
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| – | -$33K | -2,842 | Closed |
|
| 37 |
AIP
37
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$6K | -523 | Closed |
|
| 38 |
38
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | New |
|