Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / GOLD ENHANCED ET
-
Total 13F shares
-
342,553
-
Share change
-
+298,106
-
Total reported value
-
$9,520,042
-
Price per share
-
$27.79
-
Number of holders
-
10
-
Value change
-
+$8,339,347
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of STRATEGY SHS - GOLD ENHANCED ET (GOLY) as of Q1 2025
As of 31 Mar 2025,
STRATEGY SHS - GOLD ENHANCED ET (GOLY) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
342,553 shares.
The largest 10 holders included
ODonnell Financial Services, LLC, OneDigital Investment Advisors LLC, GTS SECURITIES LLC, Virtu Financial LLC, OSAIC HOLDINGS, INC., Geneos Wealth Management Inc., AE Wealth Management LLC, Tower Research Capital LLC (TRC), MORGAN STANLEY, and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2025 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.