Yorktown Bond Fund-InstiutnlAPIIX
13F holders, Q3 2024 (September 30)1holders
$9.26avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Yorktown Bond Fund-Instiutnl (APIIX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($301K).
- Company
- Yorktown Bond Fund-Instiutnl
- CUSIP
- 028837763
- Latest filing quarter
- Q3 2024
Total Exit/New Position Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $301K |
| Exits | 0 | $0 |
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.08% | New | 32,456 | $301K |
"% of holder's portfolio" is APIIX's weight in each manager's 13F, not the share of Yorktown Bond Fund-Instiutnl the manager owns.