FIFAX
The Income Fund of America F-3
1W: -1.7%
1M: -4.9%
3M: -2.8%
YTD: +2.3%
1Y: -2.5%
3Y: +36.0%
5Y: +33.3%
$26.89
+0.06 (+0.22%)
Weekly Expected Move ±0.7%
$26
$27
$27
$27
$27
Institutional Ownership — FIFAX
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
1
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 196,665 | 5M | +99,006 | +101.4% | 4Q | SEC ↗ |
| 2 | McIlrath & Eck, LLC NEW | 94,241 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 1,666 | 45K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Coston, McIsaac & Partners | 494 | 13K | +3 | +0.6% | 7Q | SEC ↗ |
| 5 | Garton & Associates Financial Advisors | 0 | 0K | -2,482 | -100.0% | 1Q | SEC ↗ |
| 6 | Kohmann Bosshard Financial Services, L | 0 | 0K | -21,958 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 94,241 | 3M |
| Vermillion Wealth Management, Inc. | 1,666 | 45K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 21,958 | 590K |
| Garton & Associates Financial Advis | 2,482 | 67K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +99,006 | +101.4% | 196,665 |
| Coston, McIsaac & Partners | +3 | +0.6% | 494 |
Biggest Decreases (0)
None.