Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / POLEN HIGH INCOM
-
Total 13F shares
-
551,959
-
Share change
-
+551,959
-
Total reported value
-
$14,128,409
-
Price per share
-
$25.60
-
Number of holders
-
3
-
Value change
-
+$14,128,420
-
Number of buys
-
3
Institutional Holders of FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI) as of Q2 2025
As of 30 Jun 2025,
FUNDVANTAGE TR - POLEN HIGH INCOM (PCHI) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
551,959 shares.
The largest 3 holders included
49 WEALTH MANAGEMENT, LLC, Dash Acquisitions Inc., and Farther Finance Advisors, LLC.
This page lists
3
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.