Crestwood Advisors Group LLC ETF Opportunities Tr Applied F Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q1 2025
A detailed history of Crestwood Advisors Group LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 1,209,771 shares of VSLU stock, worth $45.5 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
1,209,771
Previous 1,174,250
3.02%
Holding current value
$45.5 Million
Previous $43 Million
1.39%
% of portfolio
0.84%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding VSLU
# of Institutions
33Shares Held
4.86MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC723KShares$27.2 Million2.24% of portfolio
-
Watchman Group, Inc. Plano, TX586KShares$22 Million6.9% of portfolio
-
Jacobi Capital Management LLC333KShares$12.5 Million0.89% of portfolio
-
Jpmorgan Chase & CO New York, NY276KShares$10.4 Million0.0% of portfolio
-
Fulton Bank, N.A.238KShares$8.96 Million0.73% of portfolio