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Tidal Trust Iii shares owned by Choate Investment Advisors

Quarter-by-quarter ownership of Tidal Trust Iii (RGEF) shares owned by Choate Investment Advisors from 13F filings

Historical chart of Choate Investment Advisors investment in Tidal Trust Iii

Tip: Access up to 7 years of quarterly data

All positions including Tidal Trust Iii held by Choate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Trust Iii by Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 12k 29.40
2025-06-30 $321k 12k 27.80
2025-03-31 $293k 12k 25.36

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Top funds holding Tidal Trust Iii

Rockefeller Capital Management
Keybank National Association
Fiduciary Trust Company
Catalytic Wealth RIA
Brown Advisory Holdings Incorporated
Franklin Resources
Commonwealth Equity Services
Jane Street
Flow Traders US
FineMark National Bank & Trust
Choate Investment Advisors
UBS Group

View all funds holding Tidal Trust Iii