Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / WAHED FTSE ETF
-
Number of holders
-
27
-
Total 13F shares, excl. options
-
206,840
-
Shares change
-
-6,723
-
Total reported value, excl. options
-
$9,449,037
-
Value change
-
-$102,704
-
Number of buys
-
14
-
Number of sells
-
-8
-
Price
-
$45.46
Significant Holders of LISTED FDS TR - WAHED FTSE ETF (HLAL) as of Q4 2023
31 filings reported holding HLAL - LISTED FDS TR - WAHED FTSE ETF as of Q4 2023.
LISTED FDS TR - WAHED FTSE ETF (HLAL) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 206,840 shares
.
Largest 10 shareholders include MISSION WEALTH MANAGEMENT, LP (33,742 shares), Sequoia Financial Advisors, LLC (28,784 shares), Farther Finance Advisors, LLC (26,955 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13,469 shares), Apollon Wealth Management, LLC (12,422 shares), CIBC WORLD MARKET INC. (8,577 shares), TD Waterhouse Canada Inc. (8,109 shares), CITADEL ADVISORS LLC (8,043 shares), Walkner Condon Financial Advisors LLC (8,017 shares), and Vishria Bird Financial Group, LLC (6,600 shares).
This table shows the top 27 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.