Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / ASTORIA REAL
-
Total 13F shares
-
2,748,400
-
Share change
-
-505,496
-
Total reported value
-
$40,246,351
-
Price per share
-
$14.49
-
Number of holders
-
42
-
Value change
-
-$7,521,294
-
Number of buys
-
14
-
Number of sells
-
18
Institutional Holders of INVESTMENT MANAGERS SER TR I - ASTORIA REAL (PPI) as of Q4 2024
As of 31 Dec 2024 INVESTMENT MANAGERS SER TR I - ASTORIA REAL (PPI) had 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,748,400 shares of stock of the company.
Largest 10 holders included Astoria Portfolio Advisors LLC., Hobbs Group Advisors, LLC, Vermillion & White Wealth Management Group, LLC, LPL Financial LLC, Armis Advisers, LLC, Latitude Advisors, LLC, BlackDiamond Wealth Management, LLC, CITADEL ADVISORS LLC, PUFF WEALTH MANAGEMENT, LLC, and Onyx Bridge Wealth Group LLC.
This table shows 43 institutional shareholders of the security as of 31 Dec 2024.
| 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.