Crestwood Advisors Group LLC ETF Opportunities Tr Applied F Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 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 1,174,250 shares of VSLU stock, worth $42.5 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
1,174,250
Previous 1,136,311
3.34%
Holding current value
$42.5 Million
Previous $40.9 Million
5.03%
% of portfolio
0.83%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding VSLU
# of Institutions
34Shares Held
4.6MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC689KShares$24.9 Million2.16% of portfolio
-
Watchman Group, Inc. Plano, TX581KShares$21 Million6.55% of portfolio
-
Jpmorgan Chase & CO New York, NY378KShares$13.7 Million0.0% of portfolio
-
Jacobi Capital Management LLC248KShares$8.99 Million0.7% of portfolio
-
Fulton Bank, N.A.228KShares$8.24 Million0.69% of portfolio