Centergroup Financial In C - 151993755
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 22,742 | 1,395 | 0.02% | 0.05% | 1 | -20,000 | -46.79% | Q4 2023 | Feb 14, 2024 |