Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
FOA, FOACW | Finance of America Companies Inc. | Director | $566K | +$110K | +24.2% | May 19, 2025 |
ALTI | AlTi Global, Inc. | Director | $238K | Jun 19, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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