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RH Hedged Multi-Asset Income ETF (AMAX) Institutional Ownership

$7.92
+0.03 (+0.38%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for RH Hedged Multi-Asset Income ETF (NYSEARCA:AMAX)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$2.74M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$10.48M
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AMAX Institutional Buying and Selling by Quarter

RH Hedged Multi-Asset Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Rockport Wealth LLC339,649$2.74M1.0%N/A14.767%
7/31/2023 WealthPLAN Partners LLC550,354$4.26M0.6%-32.9%9.157%
7/25/2023 WealthPlan Investment Management LLC98,165$4.70M1.2%-91.7%1.633%
5/10/2023 WealthPLAN Partners LLC819,909$6.36M0.7%-57.3%13.642%
5/8/2023 WealthPlan Investment Management LLC1,180,918$9.16M1.6%-38.4%19.649%
3/6/2023 OLD Mission Capital LLC23,132$177K0.0%+27.5%0.430%
2/9/2023 EverSource Wealth Advisors LLC5,169$40K0.0%N/A0.098%
10/19/2022 Empirical Asset Management LLC10,022$75K0.1%N/A0.182%
8/5/2022 OLD Mission Capital LLC18,917$157K0.0%N/A0.340%
(Data available from 1/1/2016 forward)

AMAX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AMAX shares?

During the previous two years, the following institutional investors and hedge funds held shares of RH Hedged Multi-Asset Income ETF shares: WealthPlan Investment Management LLC ($4.70M), WealthPLAN Partners LLC ($4.26M), Rockport Wealth LLC ($2.74M), OLD Mission Capital LLC ($177K), and Empirical Asset Management LLC ($75K), EverSource Wealth Advisors LLC ($40K).Learn more on AMAX's institutional investors.

Which institutional investors have been buying RH Hedged Multi-Asset Income ETF stock?

The following institutional investors have purchased RH Hedged Multi-Asset Income ETF stock in the last 24 months: Rockport Wealth LLC ($339.65K), OLD Mission Capital LLC ($23.91K), Empirical Asset Management LLC ($10.02K), and EverSource Wealth Advisors LLC ($5.17K).

How much institutional buying is happening at RH Hedged Multi-Asset Income ETF?

Institutional investors have bought a total of 378,747 shares in the last 24 months. This purchase volume represents approximately $3.05M in transactions.

Which RH Hedged Multi-Asset Income ETF major shareholders have been selling company stock?

The following institutional investors have sold RH Hedged Multi-Asset Income ETF stock in the last 24 months: WealthPlan Investment Management LLC ($1.82M), and WealthPLAN Partners LLC ($1.37M).

How much institutional selling is happening at RH Hedged Multi-Asset Income ETF?

Institutional investors have sold a total of 3,189,251 shares in the last 24 months. This volume of shares sold represents approximately $24.74M in transactions.


This page (NYSEARCA:AMAX) was last updated on 6/2/2024 by MarketBeat.com Staff

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