Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HULL TACTICAL
-
Total 13F shares
-
860,722
-
Share change
-
+99,870
-
Total reported value
-
$37,582,243
-
Price per share
-
$43.97
-
Number of holders
-
22
-
Value change
-
+$4,578,426
-
Number of buys
-
14
-
Number of sells
-
6
Institutional Holders of CAPITOL SER TR - HULL TACTICAL (HTUS) as of Q3 2024
As of 30 Sep 2024,
CAPITOL SER TR - HULL TACTICAL (HTUS) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
860,722 shares.
The largest 10 holders included
LPL Financial LLC, Equitable Holdings, Inc., NIA IMPACT ADVISORS, LLC, ENVESTNET ASSET MANAGEMENT INC, Cambridge Investment Research Advisors, Inc., PRINCIPAL SECURITIES, INC., OSAIC HOLDINGS, INC., Belpointe Asset Management LLC, Centric Wealth Management, and Western Wealth Management, LLC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q3 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.