Royce SPL EQ Invt

Q2 2016 vs Q4 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Livelsberger Financial Advisory

NEW

Shares2,488

Change+2,488

Value$42.4K

Filed 2024-03-22

WealthPLAN Partners, LLC

CLOSED

Shares0 from 1,298

Change-1,298 (-100%)

Value$0 (-$25.2K)

Filed 2024-01-05

	Status
Livelsberger Financial Advisory	NEW	2,488	—	+2,488	—	—	$42.4K	—	2024-03-22
WealthPLAN Partners, LLC	CLOSED	0	1,298	-1,298	-100%	$25.2K	$0	-$25.2K	2024-01-05

Showing 2 of 2 institutions