Crestwood Advisors Group LLC ETF Opportunities Tr Applied F Transaction History
Crestwood Advisors Group LLC
- $5.73 Billion
- Q3 2025
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 1,437,371 shares of VSLU stock, worth $61.9 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
1,437,371
Previous 1,227,398
17.11%
Holding current value
$61.9 Million
Previous $48.1 Million
27.7%
% of portfolio
1.07%
Previous 0.89%
Shares
6 transactions
Others Institutions Holding VSLU
# of Institutions
46Shares Held
6.6MCall Options Held
0Put Options Held
0-
Novare Capital Management LLC799KShares$34.4 Million2.63% of portfolio
-
Newman Dignan & Sheerar, Inc.688KShares$29.6 Million6.42% of portfolio
-
Watchman Group, Inc. Plano, TX635KShares$27.4 Million7.87% of portfolio
-
Jacobi Capital Management LLC433KShares$18.6 Million1.16% of portfolio
-
Fulton Bank, N.A.272KShares$11.7 Million0.87% of portfolio