Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / HEART & HEALTH E
-
Total 13F shares
-
620,714
-
Share change
-
+87,734
-
Total reported value
-
$17,919,931
-
Price per share
-
$28.87
-
Number of holders
-
22
-
Value change
-
+$2,453,676
-
Number of buys
-
9
-
Number of sells
-
7
Institutional Holders of TEMA ETF TRUST - HEART & HEALTH E (HRTS) as of Q4 2024
As of 31 Dec 2024,
TEMA ETF TRUST - HEART & HEALTH E (HRTS) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
620,714 shares.
The largest 10 holders included
Crumly & Associates Inc., Sterling Investment Advisors, Ltd., STIFEL FINANCIAL CORP, UBS Group AG, OLIVER LAGORE VANVALIN INVESTMENT GROUP, IHT Wealth Management, LLC, Black Swift Group, LLC, Royal Bank of Canada, Steward Partners Investment Advisory, LLC, and Frazier Financial Advisors, LLC.
This page lists
22
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.