ANWPX AMER FNDS NEW PERSPECT-A
FollowCOM (fund)
9 managers (9 13F filers) reported a position in ANWPX shares at 2024-12-31, 38,803 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 0
- Added
- 7
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 38,803
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 9,416 | $585K | 0.04% | 0 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 6,107 | $379K | 0.05% | +261 | 13F-HRTimeline |
| Fulton Bank, N.A. | 6,086 | $378K | 0.01% | 0 | 13F-HRTimeline |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 5,667 | $352K | 0.18% | +245 | 13F-HRTimeline |
| Private Capital Advisors, Inc. | 5,122 | $318K | 0.04% | +249 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 3,332 | $207K | 0.02% | +163 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 2,315 | $143K | 0.04% | +113 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 663 | $41.2K | <0.01% | +162 | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 95 | $5.96K | <0.01% | +4 | 13F-HRTimeline |