Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / NTF EQUITY FUNDS
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Number of holders
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7
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Total 13F shares, excl. options
-
14.4K
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Shares change
-
-17.2K
-
Total reported value, excl. options
-
$824K
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Value change
-
-$929K
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Number of buys
-
1
-
Number of sells
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-4
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Price
-
$57.13
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL F2 - NTF EQUITY FUNDS as of Q4 2023
8 filings reported holding 939330825 - AMERICAN FUNDS WASHINGTON MUTUAL F2 - NTF EQUITY FUNDS as of Q4 2023.
AMERICAN FUNDS WASHINGTON MUTUAL F2 - NTF EQUITY FUNDS has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.4K shares
.
Largest 8 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (6.85K shares), TOWER BRIDGE ADVISORS (4.26K shares), Main Street Group, LTD (1.32K shares), Financial Gravity Asset Management, Inc. (1.17K shares), TUCKER ASSET MANAGEMENT LLC (672 shares), Strategic Investment Solutions, Inc. /IL (88 shares), Livelsberger Financial Advisory (67 shares), and ORG Partners LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.