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Investment Managers SER TR I

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AXS Investments LLC
NEW
Shares105,500
Change+105,500
Value$2.4M
Filed 2025-05-09
Simplex Trading, LLC
NEW
Shares674
Change+674
Value$15
Filed 2025-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
AXS Investments LLC
NEW105,500—+105,500——$2.4M—2025-05-09
Simplex Trading, LLC
NEW674—+674——$15—2025-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 3 of 3 institutions