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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 |
FIA
26
FNY Investment Advisers
New York
| – | -$452K | -26,700 | Closed |
|
| 27 |
27
Simplex Trading
Chicago,
Illinois
| – | -$38.7K | -2,893 | Closed |
|
| 28 |
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$4K | -264 | Closed |
|
| 29 |
APP
29
Avantax Planning Partners
Dubuque,
Iowa
| – | -$2K | -142 | Closed |
|
| 30 |
30
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$1K | -50 | Closed |
|
| 31 |
LWM
31
Liberty Wealth Management
Oakland,
California
| – | +$134 | +10 | New |
|
| 32 |
SIS
32
Sound Income Strategies
Ft Lauderdale,
Florida
| – | +$134 | +10 | New |
|
| 33 |
33
JP Morgan Chase
New York
| – | +$361 | +27 | New |
|
| 34 |
34
US Bancorp
Minneapolis,
Minnesota
| – | +$374 | +28 | New |
|