Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / WAHED FTSE ETF
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
105,708
-
Shares change
-
-59,768
-
Total reported value, excl. options
-
$3,772,194
-
Value change
-
-$1,807,220
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$35.21
Significant Holders of LISTED FDS TR - WAHED FTSE ETF (HLAL) as of Q4 2022
20 filings reported holding HLAL - LISTED FDS TR - WAHED FTSE ETF as of Q4 2022.
LISTED FDS TR - WAHED FTSE ETF (HLAL) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 105,708 shares
.
Largest 10 shareholders include MISSION WEALTH MANAGEMENT, LP (40,907 shares), Kaizen Financial Strategies (12,861 shares), Apollon Wealth Management, LLC (8,336 shares), Walkner Condon Financial Advisors LLC (8,017 shares), TD Waterhouse Canada Inc. (7,551 shares), Vishria Bird Financial Group, LLC (6,000 shares), Royal Bank of Canada (5,617 shares), 1832 Asset Management L.P. (3,407 shares), Federation des caisses Desjardins du Quebec (3,360 shares), and ADVISOR GROUP HOLDINGS, INC. (3,273 shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.