Poln 5PRPCTVS SML GRW-InstnlPBSIX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$14.26avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Poln 5PRPCTVS SML GRW-Instnl (PBSIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Mfa Wealth Advisors, LLC ($13K).
- Company
- Poln 5PRPCTVS SML GRW-Instnl
- Filed as
- POLEN US SMALL COMPANY GROWTH INSTL (Q3 2024)
- CUSIP
- 360875165
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Mfa Wealth Advisors, LLC | 0.00% | No change | 927 | $13K |
"% of holder's portfolio" is PBSIX's weight in each manager's 13F, not the share of Poln 5PRPCTVS SML GRW-Instnl the manager owns.