Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / NTF EQUITY FUNDS
-
Total 13F shares
-
33,389
-
Share change
-
+8,022
-
Total reported value
-
$2,042,483
-
Price per share
-
$61.45
-
Number of holders
-
7
-
Value change
-
+$497,383
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of AMERICAN FUNDS WASHINGTON MUTUAL F2 - NTF EQUITY FUNDS as of Q1 2025
As of 31 Mar 2025,
AMERICAN FUNDS WASHINGTON MUTUAL F2 - NTF EQUITY FUNDS was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
33,389 shares.
The largest 7 holders included
SPIRIT OF AMERICA MANAGEMENT CORP/NY, ORG Wealth Partners, LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, TOWER BRIDGE ADVISORS, Transce3nd, LLC, Financial Gravity Asset Management, Inc., and RICHARDSON FINANCIAL SERVICES INC..
This page lists
7
institutional shareholders reporting positions in this security
for the Q1 2025 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.