Valued Advisers Tr shares owned by Gratus Capital
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Gratus Capital
from 13F filings
Historical chart of Gratus Capital investment in Valued Advisers Tr
Tip: Access up to 7 years of quarterly data
All positions including Valued Advisers Tr held by Gratus Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Valued Advisers Tr by Gratus Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 102k | 21.66 |
| 2024-03-31 | $2.2M | 102k | 21.94 |
| 2023-12-31 | $2.3M | 113k | 19.88 |
| 2023-09-30 | $2.2M | 121k | 18.07 |
| 2023-06-30 | $2.3M | 123k | 18.60 |
| 2023-03-31 | $2.1M | 124k | 17.16 |
| 2022-12-31 | $13M | 814k | 15.70 |