Crestwood Advisors Group LLC ETF Opportunities Tr Applied F Transaction History
Crestwood Advisors Group LLC
- $5.4 Billion
- Q2 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 1,227,398 shares of VSLU stock, worth $50.1 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
1,227,398
Previous 1,209,771
1.46%
Holding current value
$50.1 Million
Previous $42.4 Million
13.42%
% of portfolio
0.89%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding VSLU
# of Institutions
40Shares Held
5.81MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC734KShares$30 Million2.37% of portfolio
-
Newman Dignan & Sheerar, Inc.689KShares$28.1 Million6.28% of portfolio
-
Watchman Group, Inc. Plano, TX586KShares$23.9 Million6.9% of portfolio
-
Jacobi Capital Management LLC333KShares$13.6 Million0.89% of portfolio
-
Jpmorgan Chase & CO New York, NY276KShares$11.3 Million0.0% of portfolio