Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / APPLIED FINA VAL
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Number of holders
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33
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Total 13F shares, excl. options
-
5,086,812
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Shares change
-
+1,108,762
-
Total reported value, excl. options
-
$183,275,953
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Value change
-
+$39,918,453
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Number of buys
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25
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Number of sells
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4
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Price
-
$36.00
Institutional Holders of ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) as of Q3 2024
As of 30 Sep 2024 ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) had 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,086,812 shares of stock of the company.
Largest 10 holders included Crestwood Advisors Group, LLC, NOVARE CAPITAL MANAGEMENT LLC, Newman Dignan & Sheerar, Inc., Watchman Group, Inc., JPMORGAN CHASE & CO, UBS Group AG, Fulton Bank, N.A., Jacobi Capital Management LLC, ATWOOD & PALMER INC, and TRUSTMARK NATIONAL BANK TRUST DEPARTMENT.
This table shows 33 institutional shareholders of the security as of 30 Sep 2024.
| 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.