Capital A Wealth Management, LLC ETF Opportunities Tr Applied F Transaction History

Capital A Wealth Management, LLC

$95.4 Billion
Q1 2025

A detailed history of Capital A Wealth Management, LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 19 shares of VSLU stock, worth $660. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$660

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$34.73 - $38.17 $659 - $725	19 New	19 $665,000

Others Institutions Holding VSLU

# of Institutions

Shares Held

4.77M

Call Options Held

Put Options Held

Crestwood Advisors Group LLC

1.21M
Shares

$42 Million
0.84% of portfolio
Novare Capital Management LLC

723K
Shares

$25.1 Million
2.24% of portfolio
Watchman Group, Inc. Plano, TX

586K
Shares

$20.4 Million
6.9% of portfolio
Jpmorgan Chase & CO New York, NY

276K
Shares

$9.59 Million
0.0% of portfolio
Jacobi Capital Management LLC

248K
Shares

$8.63 Million
0.7% of portfolio

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About ETF OPPORTUNITIES TR APPLIED F

Ticker VSLU

More about VSLU

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Capital A Wealth Management, LLC ETF Opportunities Tr Applied F Transaction History