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Valued Advisers Tr shares owned by Citadel Advisors

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $455k 21k 21.94
2022-12-31 $1.2M 73k 15.70

More positions owned by Citadel Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
NVIDIA Corporation Call Option (NVDA)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Microsoft Corporation Call Option (MSFT)
Meta Platforms Cl A Call Option (META)
Tesla Motors Call Option (TSLA)
Apple Call Option (AAPL)
Amazon Call Option (AMZN)
Advanced Micro Devices Call Option (AMD)
Broadcom Call Option (AVGO)
Ishares Tr Iboxx Hi Yd Etf Call Option (HYG)
Alphabet Cap Stk Cl C Call Option (GOOG)
Netflix Call Option (NFLX)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Citadel Advisors

Top funds holding Valued Advisers Tr

Kovitz Investment Group Partners
Gratus Capital
Royal Bank of Canada
Telemus Capital
Citadel Advisors
Susquehanna International
Morgan Stanley
UBS Group
Advisor Group Holdings

View all funds holding Valued Advisers Tr