Support PenkeWellington Opportunistic Growth
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EB.NYSE | Eventbrite Inc Class A | USA | Technology | Software - Application | 2024-12-31 | 0.379 | 0.097 | 367.2k | $663.3k | $848.4k |
| |||||||||||||
| LBPH.NASDAQ | LBPH.NASDAQ | - | - | - | - | 0.067 | 0.039 | 26.1k | - | - |
Trades
Reduces
Report date: 2024-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| LBPH.NASDAQ | -601.00 | -2.2 | -0.00 | 0-0 | - | - |
Comments
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