Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / POINT BRIDGE AMR
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
36.7K
-
Shares change
-
-54K
-
Total reported value, excl. options
-
$1.53M
-
Value change
-
-$2.07M
-
Number of buys
-
1
-
Number of sells
-
-5
-
Price
-
$41.75
Significant Holders of ETF SER SOLUTIONS - POINT BRIDGE AMR (MAGA) as of Q4 2023
12 filings reported holding MAGA - ETF SER SOLUTIONS - POINT BRIDGE AMR as of Q4 2023.
ETF SER SOLUTIONS - POINT BRIDGE AMR (MAGA) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.7K shares
.
Largest 10 shareholders include LPL Financial LLC (20.5K shares), AE Wealth Management LLC (11.2K shares), OSAIC HOLDINGS, INC. (3.26K shares), Bogart Wealth, LLC (643 shares), Tanglewood Legacy Advisors, LLC (380 shares), Winch Advisory Services, LLC (277 shares), Spire Wealth Management (189 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (100 shares), McClarren Financial Advisors, Inc. (96 shares), and Allworth Financial LP (75 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.