Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MF
-
Total 13F shares
-
253,858
-
Share change
-
+2,922
-
Total reported value
-
$2,794,648
-
Price per share
-
$10.87
-
Number of holders
-
2
-
Value change
-
+$31,968
-
Number of buys
-
2
Institutional Holders of WasatchHoisington Us Tr Easury - MF as of Q2 2024
As of 30 Jun 2024 WasatchHoisington Us Tr Easury - MF had 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 253,858 shares of stock of the company.
Largest 2 holders included Ethos Financial Group, LLC and ORG Partners LLC.
This table shows 2 institutional shareholders of the security as of 30 Jun 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.