SOA Wealth Advisors, LLC. - TRIPLEPOINT VENTURE GROWTH B ownership

TRIPLEPOINT VENTURE GROWTH B's ticker is TPVG and the CUSIP is 89677Y100. A total of 84 filers reported holding TRIPLEPOINT VENTURE GROWTH B in Q3 2023. The put-call ratio across all filers is 0.85 and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of TRIPLEPOINT VENTURE GROWTH B
ValueSharesWeighting
Q3 2023$31,380
-11.2%
3,0000.0%0.01%0.0%
Q2 2023$35,340
-2.5%
3,0000.0%0.01%
-11.1%
Q1 2023$36,240
+15.8%
3,0000.0%0.01%
+12.5%
Q4 2022$31,290
-2.2%
3,0000.0%0.01%
-20.0%
Q3 2022$32,000
-15.8%
3,0000.0%0.01%
-9.1%
Q2 2022$38,000
-26.9%
3,0000.0%0.01%
-15.4%
Q1 2022$52,000
-1.9%
3,0000.0%0.01%0.0%
Q4 2021$53,000
+12.8%
3,0000.0%0.01%
+8.3%
Q3 2021$47,000
+4.4%
3,0000.0%0.01%0.0%
Q2 2021$45,000
+4.7%
3,0000.0%0.01%0.0%
Q1 2021$43,0000.0%3,0000.0%0.01%0.0%
Q4 2020$43,0003,0000.01%
Other shareholders
TRIPLEPOINT VENTURE GROWTH B shareholders Q3 2023
NameSharesValueWeighting ↓
DELPHI MANAGEMENT INC /MA/ 65,414$1,036,0001.07%
Legacy Capital Wealth Partners, LLC 75,940$2,553,0001.00%
Sound Income Strategies, LLC 359,851$5,700,0000.74%
Claybrook Capital, LLC 54,936$870,0000.44%
Capital Financial Services, LLC 19,900$315,0000.38%
Virtus ETF Advisers LLC 45,227$716,0000.32%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 78,860$1,249,0000.22%
Capital Advisory Group Advisory Services, LLC 32,629$517,0000.19%
&PARTNERS 13,648$216,0000.14%
Hennion & Walsh Asset Management, Inc. 157,152$2,489,0000.13%
View complete list of TRIPLEPOINT VENTURE GROWTH B shareholders