ADVISOR MANAGED PORTFOLIOS (VWI)
Institutional ownership reported to the SEC as of Q3 2024, across 3 quarters.
5
Reporting holders
$569.3K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GTS SECURITIES LLC | $314.3K | 11,326 | 0.00% | 3q | -45.0%-$257.2K |
| CITADEL ADVISORS LLC | $213.6K | 7,699 | 0.00% | 3q | HELD |
| UBS Group AG | $26.8K | 966 | 0.00% | 2q | +2315.0%+$25.7K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $11.1K | 400 | 0.00% | 2q | HELD |
| Iron Horse Wealth Management, LLC | $3.5K | 125 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 5 | $569.3K | 20,516 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 5 | $768.4K | 28,857 | 2 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $760.7K | 28,168 | 3 | 0 | 0 | 0.0% |