Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / USD
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
50,174
-
Shares change
-
-6,873
-
Total reported value, excl. options
-
$2,497,182
-
Value change
-
-$304,811
-
Number of buys
-
3
-
Number of sells
-
3
-
Price
-
$49.78
Institutional Holders of Total Market Equity Index Pool - USD as of Q1 2024
As of 31 Mar 2024 Total Market Equity Index Pool - USD had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 50,174 shares of stock of the company.
Largest 6 holders included Garde Capital, Inc., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, HANTZ FINANCIAL SERVICES, INC., NORTH STAR ASSET MANAGEMENT INC, ATLAS CAPITAL ADVISORS LLC, and Game Plan Financial Advisors, LLC.
This table shows 6 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.