Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / APPLIED FINA VAL
-
Total 13F shares
-
2,707,782
-
Share change
-
+1,220,951
-
Total reported value
-
$88,247,055
-
Price per share
-
$32.59
-
Number of holders
-
23
-
Value change
-
+$39,810,521
-
Number of buys
-
21
-
Number of sells
-
2
Institutional Holders of ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) as of Q1 2024
As of 31 Mar 2024,
ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,707,782 shares.
The largest 10 holders included
NOVARE CAPITAL MANAGEMENT LLC, Newman Dignan & Sheerar, Inc., JPMORGAN CHASE & CO, Watchman Group, Inc., Fulton Bank, N.A., TRUSTMARK NATIONAL BANK TRUST DEPARTMENT, UBS Group AG, MML INVESTORS SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, and Capital Market Strategies LLC.
This page lists
23
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.