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advised by CONNORS INVESTOR SERVICES INC
Pennsylvania, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 22, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| $10.8M |
| 56 |
| $100,000 |
| 600.0% |
| yes |
| C•• I•••• O•••••••• P••••••• |
| Sep 18, 2024 | $10.8M | 56 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jan 12, 2024 | $10.8M | 56 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jul 10, 2023 | $11.9M | 61 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jul 10, 2023 | $11.9M | 61 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 30, 2023 | $11.9M | 61 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Nov 4, 2022 | $17.9M | 62 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Apr 30, 2022 | $17.9M | 62 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 31, 2022 | $17.9M | 62 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| May 10, 2021 | $11.5M | 60 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Apr 1, 2021 | $11.5M | 60 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jun 29, 2020 | $14.7M | 65 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 31, 2020 | $14.7M | 65 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jul 24, 2019 | $12.2M | 66 | $100,000 | 400.0% | yes | C•• I•••• O•••••••• P••••••• |
| Apr 8, 2019 | $12.2M | 66 | $100,000 | 400.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 28, 2019 | $12.2M | 66 | $100,000 | 400.0% | yes | C•• I•••• O•••••••• P••••••• |
| Nov 6, 2018 | $14.2M | 68 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| May 18, 2018 | $14.2M | 68 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 20, 2018 | $14.2M | 68 | $100,000 | 600.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jul 24, 2017 | $10.9M | 57 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jul 12, 2017 | $10.9M | 57 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 25, 2017 | $10.9M | 57 | $100,000 | 500.0% | yes | C•• I•••• O•••••••• P••••••• |
| Jan 4, 2017 | $8.6M | 52 | $100,000 | 700.0% | yes | C•• I•••• O•••••••• P••••••• |
| Nov 30, 2016 | $8.6M | 52 | $100,000 | 700.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 29, 2016 | $8.6M | 52 | $100,000 | 700.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 30, 2015 | $6.5M | 46 | $100,000 | 1100.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 31, 2014 | $5.3M | 39 | $100,000 | 1300.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 27, 2013 | $3.5M | 28 | $100,000 | 2200.0% | yes | C•• I•••• O•••••••• P••••••• |
| Mar 30, 2012 | $2.5M | 21 | $100,000 | 1700.0% | yes | C•• I•••• O•••••••• P••••••• |