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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 |
26
Wells Fargo
San Francisco,
California
| $2K | -$7.53K | -700 | -78% |
|
| 27 |
FA
27
Financial Advantage
Columbia,
Maryland
| $2K | – | – | – |
|
| 28 |
APSP
28
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $1K | – | – | – |
|
| 29 |
RFA
29
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
| 30 |
30
Two Sigma Advisers
New York
| – | -$132K | -10,288 | Closed |
|
| 31 |
FNYS
31
First New York Securities
New York
| – | -$17.4K | -1,349 | Closed |
|
| 32 |
HCMT
32
Highland Capital Management (Texas)
Dallas,
Texas
| – | -$3K | -268 | Closed |
|
| 33 |
W
33
Wealthfront
Palo Alto,
California
| – | -$1K | -55 | Closed |
|
| 34 |
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$43 | +4 | New |
|
| 35 |
NMIS
35
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | +$258 | +24 | New |
|