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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 |
APSP
26
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $1K | – | – | – |
|
| 27 |
27
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$845 | +106 | +2,650% |
|
| 28 |
28
BNP Paribas Financial Markets
Paris,
France
| – | -$438K | -51,432 | Closed |
|
| 29 |
WAM
29
Weiss Asset Management
Boston,
Massachusetts
| – | -$138K | -16,192 | Closed |
|
| 30 |
30
Goldman Sachs
New York
| – | -$103K | -12,119 | Closed |
|
| 31 |
31
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$86K | -10,052 | Closed |
|
| 32 |
MLM
32
Mount Lucas Management
Newtown,
Pennsylvania
| – | -$21K | -2,500 | Closed |
|
| 33 |
FA
33
Financial Advantage
Columbia,
Maryland
| – | -$2K | -191 | Closed |
|
| 34 |
RFA
34
Reilly Financial Advisors
La Mesa,
California
| – | -$685 | -86 | Closed |
|
| 35 |
NFG
35
Next Financial Group
Houston,
Texas
| – | +$143 | +18 | New |
|
| 36 |
IA
36
IFP Advisors
Tampa,
Florida
| – | +$271 | +34 | New |
|