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 $41.7 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
$41.7 Million
Previous $34.7 Million
17.76%
% of portfolio
0.81%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding VSLU
# of Institutions
35Shares Held
5.09MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC659KShares$24.2 Million2.04% of portfolio
-
Newman Dignan & Sheerar, Inc.613KShares$22.5 Million3.77% of portfolio
-
Watchman Group, Inc. Plano, TX512KShares$18.8 Million5.57% of portfolio
-
Jpmorgan Chase & CO New York, NY354KShares$13 Million0.0% of portfolio
-
Ubs Group Ag250KShares$9.2 Million0.0% of portfolio