Financial Designs Corp
Latest statistics and disclosures from Financial Designs Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, AGG, OMFL, DIVO, IXUS, and represent 63.55% of Financial Designs Corp's stock portfolio.
- Added to shares of these 10 stocks: OMFL, FBTC, Fidelity Ethereum Fund Etf, IVVB, SPGP, AGG, IXUS, VFLO, DIVO, SGOL.
- Started 1 new stock position in Fidelity Ethereum Fund Etf.
- Reduced shares in these 9 stocks: SCHB, ITOT, BALT, PALC, GTO, SCHD, SFLR, SLV, SCHZ.
- Financial Designs Corp was a net buyer of stock by $2.3M.
- Financial Designs Corp has $155M in assets under management (AUM), dropping by 6.50%.
- Central Index Key (CIK): 0001561383
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Portfolio Holdings for Financial Designs Corp
Financial Designs Corp holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Past Filings by Financial Designs Corp
SEC 13F filings are viewable for Financial Designs Corp going back to 2022
- Financial Designs Corp 2024 Q3 filed Oct. 18, 2024
- Financial Designs Corp 2024 Q2 filed July 15, 2024
- Financial Designs Corp 2024 Q1 filed April 12, 2024
- Financial Designs Corp 2023 Q4 filed Jan. 19, 2024
- Financial Designs Corp 2023 Q3 filed Oct. 31, 2023
- Financial Designs Corp 2023 Q2 filed July 14, 2023
- Financial Designs Corp 2023 Q1 filed April 27, 2023
- Financial Designs Corp 2022 Q4 filed April 27, 2023