Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SMARTETFS DIVID
-
Total 13F shares
-
197,024
-
Share change
-
-12,482
-
Total reported value
-
$4,795,178
-
Price per share
-
$24.33
-
Number of holders
-
14
-
Value change
-
-$302,884
-
Number of buys
-
5
-
Number of sells
-
5
Institutional Holders of GUINNESS ATKINSON FDS - SMARTETFS DIVID (DIVS) as of Q1 2023
As of 31 Mar 2023,
GUINNESS ATKINSON FDS - SMARTETFS DIVID (DIVS) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
197,024 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, RFG Advisory, LLC, LaSalle St. Investment Advisors, LLC, Atria Wealth Solutions, Inc., PATRIOT INVESTMENT MANAGEMENT GROUP, INC., Lakeside Advisors, INC., Sterling Financial Planning, Inc., Cambridge Investment Research Advisors, Inc., ADVISOR GROUP HOLDINGS, INC., and HARBOUR INVESTMENTS, INC..
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 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.