GUINNESS ATKINSON FDS's ticker is DIVS and the CUSIP is 402031835. A total of 18 filers reported holding GUINNESS ATKINSON FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,968 | -4.9% | 17,931 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $458,596 | -14.5% | 17,931 | -18.3% | 0.01% | -25.0% |
| Q1 2023 | $536,124 | +4.5% | 21,936 | -1.2% | 0.01% | 0.0% |
| Q4 2022 | $512,866 | +8.5% | 22,209 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $472,741 | -8.7% | 22,209 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $518,000 | -10.2% | 22,209 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $577,000 | – | 22,209 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 24,994 | $636 | 0.28% |
| Lakeside Advisors, INC. | 14,928 | $380,007 | 0.28% |
| Sterling Financial Planning, Inc. | 10,340 | $263,215 | 0.13% |
| RFG Advisory, LLC | 42,042 | $1,070,225 | 0.05% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11,639 | $296,283 | 0.02% |
| Atria Wealth Solutions, Inc. | 17,931 | $458,596 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2,979 | $75,833 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 48,521 | $1,235 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 18,361 | $467 | 0.00% |
| OSAIC HOLDINGS, INC. | 40,178 | $1,022,642 | 0.00% |