ThinkSabio-Stocks-Simplified-SEC-Update-FUND (03-JAN-2025)

#SEC-Update: #FUND: $7.45

Sector: Financial Services
YTD: 1.36 %

SEC reported Today (03-JAN-2025) that GEORGE W WHITNEY  has INCREASED its #FUND holdings by 4.00% 🟢

Before: 11,819,036 Shares
Now: 12,258,640 Shares
Increased Shares: 439,604
Increased: 3.72%
Ownership: 41.00%
Approx Invested Value: $3.08M

Total institutional shares of #FUND have consistently increased over the past 2 quarters:

Q2 2024: 18.17M
Q3 2024: 18.43M
The quarterly average prices of #FUND have consistently increased over the past 3 quarters:
Q3 2024: $7.74
Q2 2024: $7.73
Q1 2024: $7.71
https://www.thinksabio.com/reports/isr/FUND

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