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SRC
SPIRIT REALTY CAPITAL, INC.
Delisted
SRC was delisted on the 22nd of January, 2024.
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 |
|
|---|---|---|---|---|---|---|
| 326 |
HGWM
326
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2K | -61 | Closed |
|
| 327 |
CAAS
327
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$2K | -55 | Closed |
|
| 328 |
DOA
328
D'Orazio & Associates
Falls Church,
Virginia
| – | -$2K | -51 | Closed |
|
| 329 |
VCG
329
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$2K | -41 | Closed |
|
| 330 |
MWP
330
Meridian Wealth Partners
Exton,
Pennsylvania
| – | +$409 | +10 | New |
|