Support PenkeAperio-BLK Concentrated Total US Market
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GAIN.NASDAQ | Gladstone Investment Corporation | USA | Financial Services | Asset Management | 2024-09-30 | 0.001 | 0.064 | 455.00 | $5.6k | $6.2k |
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Trades
Buys
Report date: 2023-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| GAIN.NASDAQ | 455.00 | - | 6.2k | 12-15 | $13.75 | 13.3% |
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