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Index / Passive
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VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
SERVICE PPTYS TR
Ticker: SVC
CUSIP: 81761L102
Class: COM SH BEN INT
Moran Wealth Management, LLC's Holding History (CIK: 0001965334)
Note: Option positions (PUT/CALL) are excluded.
Q2 2023
Shares
251,534
Value ($000)
$2,186
Avg Close
—
Range
—
Q1 2023
Shares
268,783
Value ($000)
$2,677
Avg Close
—
Range
—
Q4 2022
Shares
229,384
Value ($000)
$1,672
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q2 2023
251,534
$2,186
—
—
Q1 2023
268,783
$2,677
—
—
Q4 2022
229,384
$1,672
—
—