CUSIP 02072L656ALTRIUS GBL DIVDIVDQ4 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 | Altrius Capital Management Inc | 155.2K | $5.98M | +28.9K | Added |
| 2 | One Wealth Management Investment & Advisory Services, LLC | 13.0K | $501.6K | 0 | Held |
| 3 | Global View Capital Management LLC | 12.3K | $472.1K | +5.0K | Added |
| 4 | Advisory Services Network, LLC | 12.1K |
| $466.3K |
| −500 |
| Reduced |
| 5 | Harpswell Capital Advisors, LLC | 10.0K | $385.4K | −2.0K | Reduced |
| 6 | Capital Advisory Group Advisory Services, LLC | 8.9K | $344.0K | +187 | Added |
| 7 | Royal Bank Of Canada | 5.0K | $193.0K | +4.0K | Added |
| 8 | Harbour Investments, Inc. | 1.6K | $61.6K | +13 | Added |
| 9 | Lm Advisors LLC | 1.7K | $44.5K | −38.9K | Reduced |
| 10 | Morgan Stanley | 2 | $78 | 0 | Held |