Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ACTIVE REIT ETF
-
Total 13F shares
-
168,004
-
Share change
-
-4,031
-
Total reported value
-
$4,287,137
-
Price per share
-
$25.43
-
Number of holders
-
9
-
Value change
-
-$108,039
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of ALPS ETF TR - ACTIVE REIT ETF (REIT) as of Q2 2024
As of 30 Jun 2024,
ALPS ETF TR - ACTIVE REIT ETF (REIT) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
168,004 shares.
The largest 9 holders included
Ellsworth Advisors, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, Fermata Advisors, LLC, Virtue Capital Management, LLC, Parallel Advisors, LLC, NATIONAL BANK OF CANADA /FI/, ZynergyRetirementPlanningLLC, PRINCIPAL SECURITIES, INC., and OSAIC HOLDINGS, INC..
This page lists
9
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.