Prime-Buchholz
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", null, null, "EMXC", "IJH", null, null, "VGIT", "IEMG", "VNQ", "VXF", "VV", null, "VWO", "ESGV", "VEA", "VXUS", "BND", "VT", "VOO", null, null, null ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 23
- Total Value
- 286241168
- Accession Number
- 0002051999-25-000004
- Form Type
- 13F-HR
- Manager Name
- Prime-Buchholz
Data Enrichment
65% identified15 identified8 unidentified
Holdings
23 positions • $286.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 7.5K | QoQ +0.28% (-21)YoY- | All Managers (Combined) | $438.1K | 0.2% ($438.1K/$286.2M) | YoY- | |
| 7.1K | YoY- | All Managers (Combined) | $383.6K | 0.1% ($383.6K/$286.2M) | YoY- | |
(cusip922020805)✕ | 7.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $355.4K | 0.1% ($355.4K/$286.2M) | YoY- |