Advertisement
Screener

Realta Investment Advisors Last Quarter Change: Foreign Funds, New

Realta Investment Advisors quarter change: Foreign Funds, New

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Realta Investment Advisors opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1776792): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Whetstone Capital Advisors, LLCUnited States$0.288B56
NEW WAVE WEALTH ADVISORS LLCUnited States$0.288B192
ENZI WEALTHUnited States$0.288B71
Lumbard & Kellner, LLCUnited States$0.289B99
WRAPMANAGER INCUnited States$0.288B135
New Perspectives, IncUnited States$0.289B44
Plum Street Advisors, LLCUnited States$0.289B98
TICINO WEALTHUnited States$0.288B138
Marnell Management LLCUnited States$0.288B72
Horizon Investment Services, LLCUnited States$0.288B137