Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / Common Stock, $0.001 par value
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Shares outstanding
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2,246,673
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Number of holders
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8
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Total 13F shares, excl. options
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14,700
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Shares change
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+14,691
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Total reported value, excl. options
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$35,134
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Value change
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+$35,112
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Number of buys
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6
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Price
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$2.39
Institutional Holders of Expion360 Inc. - Common Stock, $0.001 par value (XPON) as of Q4 2024
As of 31 Dec 2024 Expion360 Inc. - Common Stock, $0.001 par value (XPON) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 14,700 shares of stock of the company.
Largest 8 holders included UBS Group AG, Tower Research Capital LLC (TRC), IFP Advisors, Inc, BANK OF AMERICA CORP /DE/, CITIGROUP INC, MORGAN STANLEY, Copia Wealth Management, and SBI Securities Co., Ltd..
This table shows 8 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.