Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / UNLIMITED HFND
-
Total 13F shares
-
551,577
-
Share change
-
-738,698
-
Total reported value
-
$11,162,971
-
Price per share
-
$20.24
-
Number of holders
-
12
-
Value change
-
-$15,289,447
-
Number of buys
-
5
-
Number of sells
-
8
Institutional Holders of TIDAL TRUST I - UNLIMITED HFND (HFND) as of Q3 2023
As of 30 Sep 2023,
TIDAL TRUST I - UNLIMITED HFND (HFND) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
551,577 shares.
The largest 10 holders included
Elevated Capital Advisors, LLC, Darwin Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Lionsbridge Wealth Management LLC, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, Kestra Advisory Services, LLC, GTS SECURITIES LLC, Fermata Advisors, LLC, Sowell Financial Services LLC, and Richard W. Paul & Associates, LLC.
This page lists
12
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.