Pathstone Holdings, LLC's ownership history for XYZ

Pathstone Holdings, LLC currently holds 99.4K shares with a market value of $6.5M. It started holding XYZ on 2024-09-30. At its peak, it held 99.4K shares on 2025-12-31. Its highest holding value was $6.8M on 2025-09-30. At its lowest, it held 54.4K shares on 2025-06-30, with a value of $3.0M on 2025-03-31. In the recent 180 days, Pathstone Holdings, LLC has increased its shares by 45.0K. In the recent year, Pathstone Holdings, LLC has increased its shares by 37.1K.

It has also owned 10 contracts of calls, with the market value of the underlying securities totaling $15.4K on 2024-09-30. At its peak, it held 10 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $23.3K on 2024-09-30. At its lowest, it held 10 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $15.4K on 2025-03-31.