FINANCIAL INVS TR's ticker is and the CUSIP is 317609311. A total of 1 filers reported holding FINANCIAL INVS TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $189,285 | +7.8% | 15,022 | +0.1% | 0.01% | -14.3% |
| Q3 2023 | $175,642 | -2.1% | 15,012 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $179,395 | +2.1% | 15,012 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $175,678 | +103851.5% | 14,989 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $169 | -99.9% | 14,989 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $155,000 | -9.4% | 14,961 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $171,000 | -10.0% | 14,961 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $190,000 | -3.6% | 14,946 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $197,000 | -7.5% | 14,946 | +0.7% | 0.01% | -25.0% |
| Q3 2021 | $213,000 | -7.8% | 14,847 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $231,000 | – | 14,847 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Diversified Trust Co | 14,847 | $213,000 | 0.01% |