CUSIP 00768Y545VICE E T FVICEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Perspectives, Inc | 2.8K | $89.2K | −19 | Reduced |
| 2 | Optima Capital LLC | 339 | $10.8K | +339 | New |
| 3 | Osaic Holdings, Inc. | 100 | $3.2K | −355 | Reduced |
| 4 | Ameriflex Group, Inc. | 100 | $3.2K |
| New |
| 5 | Mai Capital Management | 95 | $3.0K | 0 | Held |
| 6 | Financial Consulate, Inc | 50 | $1.6K | 0 | Held |
| 7 | Ubs Group AG | 50 | $1.6K | −7 | Reduced |
| 8 | Smallwood Wealth Investment Management, LLC | 15 | $476 | 0 | Held |
| 9 | Simplex Trading, LLC | 5 | $158 | +5 | New |
| 10 | Morgan Stanley | 1 | $42 | −19 | Reduced |