Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Total 13F shares
-
1,328,330
-
Share change
-
-43,371
-
Total reported value
-
$50,454,227
-
Price per share
-
$37.97
-
Number of holders
-
36
-
Value change
-
-$1,652,326
-
Number of buys
-
11
-
Number of sells
-
16
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q4 2024
As of 31 Dec 2024,
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,328,330 shares.
The largest 10 holders included
PFG Investments, LLC, WCG Wealth Advisors LLC, World Investment Advisors, NATURAL INVESTMENTS, LLC, Westfuller Advisors, LLC, Colorado Capital Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, SEEDS INVESTOR LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
36
institutional shareholders reporting positions in this security
for the Q4 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.