Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SOFI SOCIAL 50
-
Total 13F shares
-
43,569
-
Share change
-
+4,707
-
Total reported value
-
$1,303,982
-
Price per share
-
$29.93
-
Number of holders
-
7
-
Value change
-
+$140,797
-
Number of buys
-
5
-
Number of sells
-
1
Institutional Holders of TIDAL TRUST I - SOFI SOCIAL 50 (SFYF) as of Q4 2023
As of 31 Dec 2023,
TIDAL TRUST I - SOFI SOCIAL 50 (SFYF) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
43,569 shares.
The largest 7 holders included
GTS SECURITIES LLC, Perigon Wealth Management, LLC, UBS Group AG, TD Waterhouse Canada Inc., MORGAN STANLEY, Parallel Advisors, LLC, and WELLS FARGO & COMPANY/MN.
This page lists
7
institutional shareholders reporting positions in this security
for the Q4 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.