Novare Capital Management LLC ETF Opportunities Tr Applied F Transaction History
Novare Capital Management LLC
- $1.21 Billion
- Q2 2025
A detailed history of Novare Capital Management LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Novare Capital Management LLC holds 733,821 shares of VSLU stock, worth $30.3 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
733,821
Previous 723,401
1.44%
Holding current value
$30.3 Million
Previous $25.3 Million
13.41%
% of portfolio
2.37%
Previous 2.24%
Shares
9 transactions
Others Institutions Holding VSLU
# of Institutions
42Shares Held
5.84MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.23MShares$50.7 Million0.89% of portfolio
-
Newman Dignan & Sheerar, Inc.689KShares$28.4 Million6.28% of portfolio
-
Watchman Group, Inc. Plano, TX615KShares$25.4 Million7.53% of portfolio
-
Jacobi Capital Management LLC392KShares$16.2 Million1.06% of portfolio
-
Jpmorgan Chase & CO New York, NY276KShares$11.4 Million0.0% of portfolio