Crestwood Advisors Group LLC ETF Opportunities Tr Applied F Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 2024
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 1,136,311 shares of VSLU stock, worth $40.8 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
1,136,311
Previous 1,015,781
11.87%
Holding current value
$40.8 Million
Previous $34.7 Million
17.76%
% of portfolio
0.81%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding VSLU
# of Institutions
30Shares Held
4.33MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC659KShares$23.7 Million2.04% of portfolio
-
Newman Dignan & Sheerar, Inc.600KShares$21.5 Million5.31% of portfolio
-
Jpmorgan Chase & CO New York, NY412KShares$14.8 Million0.0% of portfolio
-
Fulton Bank, N.A.197KShares$7.06 Million0.6% of portfolio
-
Atwood & Palmer Inc187KShares$6.72 Million0.46% of portfolio