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Holder | Amount | Position Size
($ in 1000's) | As of |
Royal Bank of Canada | 138,048 | $5,020 | 12/31/2023 | SZNE | 138,048 | $5,020 | 12/31/2023 | Bank of America Corp DE | 106,794 | $3,884 | 12/31/2023 | SZNE | 106,794 | $3,884 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 69,458 | $2,744 | 03/31/2024 | SZNE | 69,458 | $2,744 | 03/31/2024 | LPL Financial LLC | 68,725 | $2,499 | 12/31/2023 | SZNE | 68,725 | $2,499 | 12/31/2023 | Financial Enhancement Group LLC | 52,456 | $1,982 | 03/31/2024 | SZNE | 52,456 | $1,982 | 03/31/2024 | Lincoln National Corp | 29,311 | $1,066 | 12/31/2023 | SZNE | 29,311 | $1,066 | 12/31/2023 | Envestnet Asset Management Inc. | | $943 | 12/31/2023 | INDUSTRIAL RELET | 17,248 | $722 | 12/31/2023 | SZNE | 6,086 | $221 | 12/31/2023 | Goldman Sachs Group Inc. | 16,432 | $598 | 12/31/2023 | SZNE | 16,432 | $598 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 13,609 | $538 | 03/31/2024 | SZNE | 13,609 | $538 | 03/31/2024 | Ellerson Group Inc. ADV | 14,690 | $534 | 12/31/2023 | SZNE | 14,690 | $534 | 12/31/2023 | Advisor Group Holdings Inc. | 12,116 | $441 | 12/31/2023 | SZNE | 12,116 | $441 | 12/31/2023 | Raymond James & Associates | 11,013 | $435 | 03/31/2024 | SZNE | 11,013 | $435 | 03/31/2024 | Western Wealth Management LLC | 7,900 | $287 | 12/31/2023 | SZNE | 7,900 | $287 | 12/31/2023 | Stifel Financial Corp | 7,829 | $285 | 12/31/2023 | SZNE | 7,829 | $285 | 12/31/2023 | Cetera Advisor Networks LLC | 7,683 | $279 | 12/31/2023 | SZNE | 7,683 | $279 | 12/31/2023 | Kestra Advisory Services LLC | 6,780 | $247 | 12/31/2023 | SZNE | 6,780 | $247 | 12/31/2023 | Susquehanna International Group LLP | 6,122 | $223 | 12/31/2023 | SZNE | 6,122 | $223 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 510 | $18 | 12/31/2023 | SZNE | 510 | $18 | 12/31/2023 | Morgan Stanley | 409 | $15 | 12/31/2023 | SZNE | 409 | $15 | 12/31/2023 | Geneos Wealth Management Inc. | 89 | $3 | 12/31/2023 | SZNE | 89 | $3 | 12/31/2023 |
See All: Funds Holding SZNE
See Details: Top 10 Hedge Funds Holding SZNE
Also See: SZNE Holdings Changes
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