Institutional Ownership Ea Ser Tr Value Momentum Trend (VMOT)
This table provides information about the institutional ownership of Ea Ser Tr Value Momentum Trend (VMOT). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 409,226 shares, which have been reported (via 13F filing form) to have a value of $11.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
249,349
shares
|
$6.8 Million
0.39% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
123,162
shares
|
$3.36 Million
0.66% of portfolio
|
Q3 2024
Added 592.54%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
22,299
shares
|
$607,870
0.41% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,112
shares
|
$248,393
0.07% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,624
shares
|
$126,050
0.0% of portfolio
|
Q3 2024
Reduced 56.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
479
shares
|
$13,057
0.0% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$5,452
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|