Moderately Aggressive 30
13F holders, Q1 2024 (March 31)1holders
$13.08avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Moderately Aggressive 30 in their 13F filings. The largest holder was NORTHSTAR ASSET MANAGEMENT Co ($376K).
- Company
- Moderately Aggressive 30
- CUSIP
- 485310791
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $376K |
| Exits | 0 | $0 |
Ownership 1 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | New | 28,723 | $376K |
"% of holder's portfolio" is MODERATELY AGGRESSIVE 30's weight in each manager's 13F, not the share of Moderately Aggressive 30 the manager owns.