Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AXS CHANGE FINAN
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Number of holders
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39
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Total 13F shares, excl. options
-
1,174,796
-
Shares change
-
-298,662
-
Total reported value, excl. options
-
$43,096,340
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Value change
-
-$10,841,425
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Number of buys
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18
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Number of sells
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19
-
Price
-
$36.68
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q1 2024
As of 31 Mar 2024 INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) had 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,174,796 shares of stock of the company.
Largest 10 holders included WCG Wealth Advisors LLC, PFG Investments, LLC, Raymond James Financial Services Advisors, Inc., Colorado Capital Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, IMPACTfolio, LLC, ENVESTNET ASSET MANAGEMENT INC, Private Advisor Group, LLC, and Cambridge Investment Research Advisors, Inc..
This table shows 39 institutional shareholders of the security as of 31 Mar 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.