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Valued Advisers Tr shares owned by Telemus Capital

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

Historical chart of Telemus Capital investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Valued Advisers Tr by Telemus Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $429k 22k 19.88

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Copart (CPRT)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
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PG&E Corporation (PCG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for Telemus Capital

Top funds holding Valued Advisers Tr

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

View all funds holding Valued Advisers Tr