Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SOUND EQUITY DIV
-
Total 13F shares
-
962,918
-
Share change
-
+23,565
-
Total reported value
-
$26,024,105
-
Price per share
-
$27.03
-
Number of holders
-
8
-
Value change
-
+$659,194
-
Number of buys
-
4
-
Number of sells
-
4
Institutional Holders of TIDAL TRUST I - SOUND EQUITY DIV (DIVY) as of Q3 2024
As of 30 Sep 2024,
TIDAL TRUST I - SOUND EQUITY DIV (DIVY) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
962,918 shares.
The largest 10 holders included
Sound Income Strategies, LLC, Atria Investments, Inc, Fiduciary Planning LLC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Farther Finance Advisors, LLC, Bogart Wealth, LLC, HARBOUR INVESTMENTS, INC., UBS Group AG, and MORGAN STANLEY.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 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.