Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HULL TACTICAL
-
Total 13F shares
-
293,794
-
Share change
-
+26,848
-
Total reported value
-
$11,720,958
-
Price per share
-
$39.94
-
Number of holders
-
17
-
Value change
-
+$1,086,110
-
Number of buys
-
11
-
Number of sells
-
5
Institutional Holders of CAPITOL SER TR - HULL TACTICAL (HTUS) as of Q1 2024
As of 31 Mar 2024,
CAPITOL SER TR - HULL TACTICAL (HTUS) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
293,794 shares.
The largest 10 holders included
LPL Financial LLC, Equitable Holdings, Inc., NIA IMPACT ADVISORS, LLC, Cambridge Investment Research Advisors, Inc., Western Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., Centric Wealth Management, Grey Street Capital, LLC, and GTS SECURITIES LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2024 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.