Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Total 13F shares
-
1,473,458
-
Share change
-
-174,784
-
Total reported value
-
$48,947,870
-
Price per share
-
$33.22
-
Number of holders
-
37
-
Value change
-
-$5,143,495
-
Number of buys
-
13
-
Number of sells
-
18
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q4 2023
As of 31 Dec 2023,
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,473,458 shares.
The largest 10 holders included
IMPACTfolio, LLC, WCG Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., Colorado Capital Management, Inc., LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, Private Advisor Group, LLC, and OSAIC HOLDINGS, INC..
This page lists
37
institutional shareholders reporting positions in this security
for the Q4 2023 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.