List of top 200 securities held by Sovereign Financial Group Inc.:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-11 10:39:48
Total Holdings: 268
Assets Under Management (AUM) :
$400,717,792 ($400.72M)
Reporting Manager: Deanna Hutchinson
Address:
35 WEST BROAD STREET, SUITE 100
STAMFORD, CT 06902
Since : total money flow = , gains and losses =
×