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AMERICAN SMALL CAP WORLD CLASS A
AMERICAN SMALL CAP WORLD CLASS A. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $452,530.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CT Financial Advisors LLC 10,367 450,561 99.56%
2 WEALTHPLAN PARTNERS, LLC 45 1,969 0.44%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.