TOUCHSTONE CLMT TRANSETF - Mutual Fund (HEAT)

Historical Institutional Holders from Q2 2023 to Q4 2024

All holders as of December 31, 2024
Q4 2024
Type / Class
Equity / Mutual Fund
Shares, excl. options Q4 2024
441K
Holdings value Q4 2024
$11.2M
Value change Q4 2024
+$5.44K
Grand Portfolio weight change Q4 2024
+0%
Number of holders
2
Number of buys Q4 2024
2
Number of sells Q4 2024
0
Average buys Q4 2024 %
0%
Average sells Q4 2024 %
0
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q4 441K $11.2M +$5.44K $25.43 2
2024 Q3 441K $12.1M +$64.3K $27.40 2
2024 Q2 439K $11M -$29.9K $25.12 2
2024 Q1 440K $11.3M -$28.8K $25.76 3
2023 Q4 441K $11.1M -$13K $25.09 3
2023 Q3 441K $10.4M -$148K $23.46 3
2023 Q2 447K $12M +$12M $26.76 4