GJH
Strats Sm Trust For U S Cell Corp Sec Series 2004 6
$9.50
+0.00 (+0.00%)
At close · Jul 2
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $139,233
Total Shares: 15,804
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 1 13F filers · Δ vs Dec 31, 2023Top Holder
100.0%
0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated0
Quarterly Activity
vs Dec 31, 2023
New
0
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count:
0
Institutional value:
+3.8%
Shares held:
0.0%
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mid KINGSWOOD WEALTH ADVISORS, LLC | $139,233 | 100.00% | 15,804 | Shares | Sole | 2024-04-15 | ||||
| No holders match your search. | ||||||||||
Key facts
CIK
1286405
CUSIP
86311Q204