Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / APPLIED FINA VAL
-
Total 13F shares
-
1,488,215
-
Share change
-
+498,522
-
Total reported value
-
$39,896,784
-
Price per share
-
$26.81
-
Number of holders
-
10
-
Value change
-
+$13,347,984
-
Number of buys
-
8
-
Number of sells
-
2
Institutional Holders of ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) as of Q3 2023
As of 30 Sep 2023,
ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,488,215 shares.
The largest 10 holders included
NOVARE CAPITAL MANAGEMENT LLC, Newman Dignan & Sheerar, Inc., JPMORGAN CHASE & CO, Advisory Services Network, LLC, ATWOOD & PALMER INC, Gibraltar Capital Management, Inc., Confluence Wealth Services, Inc., CIBC WORLD MARKET INC., Capital Market Strategies LLC, and Jacobi Capital Management LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2023 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.