Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / WAHED FTSE ETF
-
Total 13F shares
-
213,563
-
Share change
-
-6,448
-
Total reported value
-
$8,907,296
-
Price per share
-
$41.44
-
Number of holders
-
28
-
Value change
-
-$288,915
-
Number of buys
-
11
-
Number of sells
-
13
Institutional Holders of LISTED FDS TR - WAHED FTSE ETF (HLAL) as of Q3 2023
As of 30 Sep 2023,
LISTED FDS TR - WAHED FTSE ETF (HLAL) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
213,563 shares.
The largest 10 holders included
MISSION WEALTH MANAGEMENT, LP, Fulcrum Equity Management, CITADEL ADVISORS LLC, Sequoia Financial Advisors, LLC, Farther Finance Advisors, LLC, Apollon Wealth Management, LLC, Legacy Capital Group California, Inc., TD Waterhouse Canada Inc., Walkner Condon Financial Advisors LLC, and Kaizen Financial Strategies.
This page lists
28
institutional shareholders reporting positions in this security
for the Q3 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.