Q3 2024 13F Holders as of 9/30/2024
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Type / Class
-
Equity / IDX DYNAMIC FIXE
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Number of holders
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18
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Total shares
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1.08M
-
Shares change
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+41.3K
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Total reported value, excl. options
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$25.9M
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Value change
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+$988K
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Number of buys
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7
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Number of sells
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-12
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Price
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$23.94
Significant Holders of ETF OPPORTUNITIES TRUST - IDX DYNAMIC FIXE (DYFI) as of Q3 2024
filings reported holding DYFI - ETF OPPORTUNITIES TRUST - IDX DYNAMIC FIXE as of Q3 2024.
ETF OPPORTUNITIES TRUST - IDX DYNAMIC FIXE (DYFI) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.08M shares
.
Largest 10 shareholders include Atomi Financial Group, Inc. (254K shares), International Private Wealth Advisors LLC (148K shares), Simplicity Wealth,LLC (142K shares), Blueprint Investment Partners LLC (116K shares), Encompass More Asset Management (97.3K shares), AXXCESS WEALTH MANAGEMENT, LLC (76.4K shares), Atria Wealth Solutions, Inc. (72.1K shares), COLUMBIA ADVISORY PARTNERS LLC (57.7K shares), Ashton Thomas Private Wealth, LLC (28.3K shares), and GTS SECURITIES LLC (26.3K shares).
This table shows the top 18 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.