Who owns NeoVolta?
- Ticker: NEOV
- CUSIP Number: 640655106
Tip: Access positions for across all investors
Analyze quarterly positions in NeoVo with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold NeoVolta this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Vanguard Group | 385k | $616k | 2% | Dec 2023 |
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BIP Wealth | 200k | $320k | 0% | Dec 2023 |
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AE Wealth Management | 61k | $95k | 0% | Dec 2023 |
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CI Private Wealth | 25k | $40k | 25% | Dec 2023 |
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Bank of New York Mellon | 21k | $34k | 0% | Dec 2023 |
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Charles Schwab Investment Management | 13k | $21k | 0% | Dec 2023 |
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UBS Group | 2.4k | $3.8k | 100% | Dec 2023 |
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Barclays | 979.00 | $2.0k | 100% | Dec 2023 |
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Riggs Asset Managment | 600.00 | $960.000000 | 0% | Dec 2023 |
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Royal Bank of Canada | 302.00 | $0 | 100% | Dec 2023 |
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Wells Fargo & Company | 217.00 | $347.004700 | 5% | Dec 2023 |
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Jpmorgan Chase & Co | 156.00 | $250.005600 | 100% | Dec 2023 |
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Who sold out of NeoVo?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pure Financial Advisors | Dec 2023 | 11k | $17k |