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SVVC
Firsthand Technology Value Fund, Inc. Common Stock
SVVC
SVVC
Delisted
SVVC was delisted on the 25th of October, 2023.
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 |
HCMT
26
Highland Capital Management (Texas)
Dallas,
Texas
| $3K | +$3.86K | +268 | New |
|
| 27 |
FA
27
Financial Advantage
Columbia,
Maryland
| $2K | – | – | – |
|
| 28 |
APSP
28
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $2K | +$2.38K | +165 | New |
|
| 29 |
RFA
29
Reilly Financial Advisors
La Mesa,
California
| $1K | -$1.46K | -101 | -54% |
|
| 30 |
W
30
Wealthfront
Palo Alto,
California
| $1K | +$793 | +55 | New |
|
| 31 |
31
Two Sigma Investments
New York
| – | -$563K | -39,273 | Closed |
|
| 32 |
PAM
32
Panagora Asset Management
Boston,
Massachusetts
| – | -$92K | -6,405 | Closed |
|
| 33 |
33
Invesco
Atlanta,
Georgia
| – | -$56K | -3,877 | Closed |
|
| 34 |
34
Creative Planning
Overland Park,
Kansas
| – | -$7K | -510 | Closed |
|
| 35 |
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -51 | Closed |
|