Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / APPLIED FINA VAL
-
Total 13F shares
-
4,856,848
-
Share change
-
+254,951
-
Total reported value
-
$170,065,018
-
Price per share
-
$35.02
-
Number of holders
-
31
-
Value change
-
+$8,850,549
-
Number of buys
-
19
-
Number of sells
-
14
Institutional Holders of ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) as of Q1 2025
As of 31 Mar 2025,
ETF OPPORTUNITIES TRUST - APPLIED FINA VAL (VSLU) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,856,848 shares.
The largest 10 holders included
Crestwood Advisors Group, LLC, NOVARE CAPITAL MANAGEMENT LLC, Watchman Group, Inc., Jacobi Capital Management LLC, JPMORGAN CHASE & CO, Fulton Bank, N.A., ATWOOD & PALMER INC, ACIMA PRIVATE WEALTH, LLC, TRUSTMARK NATIONAL BANK TRUST DEPARTMENT, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
31
institutional shareholders reporting positions in this security
for the Q1 2025 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.