Fulcrum Equity Management Renaissance Cap Greenwich Fds Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$40.84 - $52.28 $262,887 - $336,526	-6,437 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$24.02 - $41.72 $154,616 - $268,551	6,437 New	6,437 $260,000

Others Institutions Holding IPO

# of Institutions

63

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.08 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.28 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.18 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.13 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.83 Million
0.0% of portfolio

About RENAISSANCE CAP GREENWICH FDS

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