Creative Planning - FIRSTHAND TECH VALUE FD INC ownership

FIRSTHAND TECH VALUE FD INC's ticker is SVVC and the CUSIP is 33766Y100. A total of 22 filers reported holding FIRSTHAND TECH VALUE FD INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRSTHAND TECH VALUE FD INC
ValueSharesWeighting
Q3 2023$37860.0%0.00%
Q1 2022$0
-100.0%
86
-83.1%
0.00%
Q2 2017$4,0000.0%5100.0%0.00%
Q1 2017$4,0000.0%5100.0%0.00%
Q4 2016$4,0000.0%5100.0%0.00%
Q3 2016$4,0000.0%5100.0%0.00%
Q2 2016$4,000
-20.0%
510
-30.4%
0.00%
Q1 2016$5,000
-58.3%
733
-51.9%
0.00%
Q4 2015$12,000
+200.0%
1,524
+198.8%
0.00%
Q3 2015$4,000
-42.9%
5100.0%0.00%
Q1 2015$7,000
-30.0%
510
-0.4%
0.00%
Q4 2014$10,000
-16.7%
512
+4.9%
0.00%
Q3 2014$12,000
+300.0%
488
+290.4%
0.00%
Q2 2014$3,0000.0%1250.0%0.00%
Q1 2014$3,0000.0%1250.0%0.00%
Q4 2013$3,0000.0%1250.0%0.00%
Q3 2013$3,000
+50.0%
1250.0%0.00%
Q2 2013$2,0001250.00%
Other shareholders
FIRSTHAND TECH VALUE FD INC shareholders Q3 2023
NameSharesValueWeighting ↓
Biltmore Capital Advisors LLC 117,425$485,0000.14%
Yakira Capital Management, Inc. 84,409$349,0000.10%
Thomas J. Herzfeld Advisors, Inc. 35,166$109,0000.07%
Geneos Wealth Management Inc. 97,489$413,0000.02%
Independent Advisor Alliance 30,851$127,0000.01%
BOURGEON CAPITAL MANAGEMENT LLC 6,150$25,0000.01%
CSS LLC/IL 34,794$144,0000.01%
Cutler Group LLC / CA 4,100$16,0000.00%
OSAIC HOLDINGS, INC. 49,101$203,0000.00%
Plante Moran Financial Advisors, LLC 20$00.00%
View complete list of FIRSTHAND TECH VALUE FD INC shareholders