DFX Intelligence
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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.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| 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 |
| $9.9M |
| 76 |
| $100,000 |
| 1200.0% |
| yes |
| C•• A••••••••• G••••• P••••••• |
| Sep 18, 2024 | $9.9M | 76 | $100,000 | 1200.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jan 12, 2024 | $9.9M | 76 | $100,000 | 1200.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jul 10, 2023 | $11.2M | 79 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jul 10, 2023 | $11.2M | 79 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 30, 2023 | $11.2M | 79 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Nov 4, 2022 | $17.9M | 83 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Apr 30, 2022 | $17.9M | 83 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 31, 2022 | $17.9M | 83 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| May 10, 2021 | $15.8M | 79 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Apr 1, 2021 | $15.8M | 79 | $100,000 | 600.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jun 29, 2020 | $12.5M | 74 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 31, 2020 | $12.5M | 74 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jul 24, 2019 | $11.6M | 73 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Apr 8, 2019 | $11.6M | 73 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 28, 2019 | $11.6M | 73 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Nov 6, 2018 | $11.2M | 67 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| May 18, 2018 | $11.2M | 67 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 20, 2018 | $11.2M | 67 | $100,000 | 700.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jul 24, 2017 | $8.4M | 61 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jul 12, 2017 | $8.4M | 61 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 25, 2017 | $8.4M | 61 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Jan 4, 2017 | $7.4M | 60 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Nov 30, 2016 | $7.4M | 60 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 29, 2016 | $7.4M | 60 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 30, 2015 | $7.9M | 59 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 31, 2014 | $8.2M | 59 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 27, 2013 | $5.7M | 61 | $100,000 | 200.0% | yes | C•• A••••••••• G••••• P••••••• |
| Mar 30, 2012 | $5.1M | 64 | $100,000 | 100.0% | yes | C•• A••••••••• G••••• P••••••• |