Coastwise-Capital-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
122
Total Value
118831469
Accession Number
0001934500-25-000004
Form Type
13F-HR
Manager Name
Coastwise-Capital-Group
Data Enrichment
81% identified
99 identified23 unidentified

Holdings

122 positions • $118.8M total value
Manager:
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NUVEEN MUNICIPAL VALUE FUND INC
Shares:12.9K
Value:$113.3K
% of Portfolio:0.1% ($113.3K/$118.8M)
Xerox Holdings Corp
Shares:20.1K
Value:$96.9K
% of Portfolio:0.1% ($96.9K/$118.8M)