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Valued Advisers Tr shares owned by Colony

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

Historical chart of Colony investment in Valued Advisers Tr

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

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Quarterly reported holdings in Valued Advisers Tr by Colony

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 91k 23.24

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Ishares Tr Core S&p Ttl Stk (ITOT)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Colony

Top funds holding Valued Advisers Tr

Kovitz Investment Group Partners
Gratus Capital
Colony
Royal Bank of Canada
Susquehanna International
Citadel Advisors
Northwestern Mutual Wealth Management Company
Morgan Stanley
Glen Eagle Advisors

View all funds holding Valued Advisers Tr