Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Total 13F shares
-
1,174,797
-
Share change
-
-292,493
-
Total reported value
-
$43,096,395
-
Price per share
-
$36.68
-
Number of holders
-
39
-
Value change
-
-$10,637,092
-
Number of buys
-
18
-
Number of sells
-
18
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q1 2024
As of 31 Mar 2024,
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,174,797 shares.
The largest 10 holders included
WCG Wealth Advisors LLC, PFG Investments, LLC, Raymond James Financial Services Advisors, Inc., Colorado Capital Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, IMPACTfolio, LLC, ENVESTNET ASSET MANAGEMENT INC, Private Advisor Group, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
39
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.