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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 |
RFA
26
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
| 27 |
PFO
27
Pathstone Family Office
Englewood,
New Jersey
| $1K | +$676 | +81 | New |
|
| 28 |
SWA
28
Sutton Wealth Advisors
Tampa,
Florida
| $17 | – | – | – |
|
| 29 |
AIM
29
Acrospire Investment Management
Chicago,
Illinois
| – | -$52K | -6,529 | Closed |
|
| 30 |
30
Acadian Asset Management
Boston,
Massachusetts
| – | -$17K | -2,190 | Closed |
|
| 31 |
31
Morgan Stanley
New York
| – | +$108 | +13 | +76% |
|
| 32 |
IA
32
IFP Advisors
Tampa,
Florida
| – | +$150 | +18 | +53% |
|
| 33 |
NFG
33
Next Financial Group
Houston,
Texas
| – | +$150 | +18 | New |
|