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Private Shares FD I
CUSIP: 88339M207 | 9 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Transce3nd, LLC
1,939
0.1% of portfolio
›
$103.1K
Oakworth Capital, Inc.
157
0.0% of portfolio
›
$8.3K
Coston, McIsaac & Partners
71
0.0% of portfolio
›
$3.8K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Transce3nd, LLC
1,939
$103.1K
0.1%
Growth
Low
Buda, TX
2026-10-26
Oakworth Capital, Inc.
157
$8.3K
0.0%
ETF
Low
Birmingham, AL
2026-10-26
Coston, McIsaac & Partners
71
$3.8K
0.0%
Yield
Very Low
Bar Harbor, ME
2026-11-06