Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / AXS ESOTERICA NE
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Number of holders
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10
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Total 13F shares, excl. options
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63.9K
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Shares change
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+13.4K
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Total reported value, excl. options
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$4.63M
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Value change
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+$1.03M
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Number of buys
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4
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Number of sells
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-6
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Price
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$72.50
Significant Holders of INVESTMENT MANAGERS SER TR I - AXS ESOTERICA NE (WUGI) as of Q4 2024
14 filings reported holding WUGI - INVESTMENT MANAGERS SER TR I - AXS ESOTERICA NE as of Q4 2024.
INVESTMENT MANAGERS SER TR I - AXS ESOTERICA NE (WUGI) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 63.9K shares
.
Largest 10 shareholders include CITADEL ADVISORS LLC (47.2K shares), WealthBridge Capital Management, LLC (10.1K shares), Pinnacle Family Advisors, LLC (3.65K shares), UBS Group AG (1.17K shares), Kestra Investment Management, LLC (591 shares), PNC Financial Services Group, Inc. (500 shares), Cape Investment Advisory, Inc. (410 shares), NATIONAL BANK OF CANADA /FI/ (100 shares), AdvisorNet Financial, Inc (100 shares), and PRINCIPAL SECURITIES, INC. (50 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.