CUSIP 30264D208CLOSED END MUTL FUNDQ3 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ3 2025
8 funds hold this security · Q3 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Org Partners LLC | 23.2K | $460.8K | −706 | Reduced |
| 2 | Main Street Group, Ltd | 7.6K | $151.1K | 0 | Held |
| 3 | Financial Gravity Asset Management, Inc. | 7.3K | $144.4K | +7.3K | New |
| 4 | Org Wealth Partners, LLC | 2.6K | $52.3K |
| 0 |
| Held |
| 5 | Teachers Insurance & Annuity Association Of America | 2.6K | $50.6K | 0 | Held |
| 6 | Rmg Wealth Management LLC | 1.7K | $34.6K | +1.7K | New |
| 7 | Game Plan Financial Advisors, LLC | 658 | $13.0K | 0 | Held |
| 8 | Trust Co Of Vermont | 310 | $6.3K | 0 | Held |