Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
---|---|---|---|---|---|---|---|---|
Axim Planning & Wealth | 7.2% | $196M | 9.16M | Axim Planning & Wealth | Sep 30, 2024 |
Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
---|---|---|---|---|---|
2025 Q1 | 123K | $2.58M | -$1.17M | $20.89 | 6 |
2024 Q4 | 13.9M | $218M | +$18.9M | $15.75 | 70 |
2024 Q3 | 12.6M | $179M | -$10M | $14.14 | 63 |
2024 Q2 | 13.4M | $182M | +$11.2M | $13.58 | 63 |
2024 Q1 | 344K | $7.08M | -$9.49M | $20.57 | 8 |
2023 Q4 | 10.8M | $182M | +$45.3M | $16.80 | 58 |
2023 Q3 | 3.96M | $71.2M | +$3.37M | $18.02 | 8 |
2023 Q2 | 9.62M | $146M | +$30.3M | $15.17 | 48 |
2023 Q1 | 7.68M | $83.9M | +$8.4M | $10.93 | 43 |
2022 Q4 | 7.01M | $60.2M | -$3.27M | $8.58 | 46 |
2022 Q3 | 7.66M | $32.3M | -$8.38M | $4.21 | 31 |
2022 Q2 | 8.59M | $79.4M | -$29.5M | $9.25 | 34 |
2022 Q1 | 9.48M | $114M | -$4.96M | $11.99 | 35 |
2021 Q4 | 9.76M | $146M | +$15M | $14.92 | 43 |
2021 Q3 | 6.28M | $150M | -$15.2M | $23.91 | 41 |
2021 Q2 | 6.54M | $281M | +$126M | $43.00 | 52 |
2021 Q1 | 3.65M | $135M | +$122M | $37.04 | 43 |
2020 Q4 | 396K | $8.41M | +$8M | $21.11 | 17 |
2020 Q3 | 25.9K | $206K | +$135K | $7.96 | 5 |
2020 Q2 | 8.9K | $93K | +$87K | $10.44 | 3 |
2020 Q1 | 581 | $6K | -$475K | $10.20 | 2 |
2019 Q4 | 44.8K | $481K | +$481K | $10.75 | 3 |