Ticker: WGIFX CUSIP: 140543828 Class: Mutual Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Motiv8 Investments LLC | 1,678 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 9,241 | 10,143 | +902 (+9.8%) |
| RICHARDSON FINANCIAL SERVICES INC. | 442 | 485 | +43 (+9.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Transce3nd, LLC | 2,234 | 1,539 | -695 (-31.1%) |