Security Details
| Security Name: | MONARCH BLUE CHIP COR INDX |
|---|---|
| Ticker: | MBCC |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 66538H252 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.10B | - | 3 | - |
| 2024-09-30 | $0.11B | +14.3% | 4 | +33.3% |
| 2024-12-31 | $0.11B | -2.6% | 5 | +25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | $104.8M | 3,041K | 2.0% |
| GOLDMAN SACHS GROUP INC | $0.9M | 26K | 0.0% |
| TWO SIGMA INVESTMENTS, LP | $0.4M | 11K | 0.0% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
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