Applied Finance Select-InstAFVZX

13F holders, Q1 2024 (March 31)
1holders
$22.68avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Applied Finance Select-Inst (AFVZX) in their 13F filings. The largest holder was Fulton Bank, N.A. ($77.8M).

Company
Applied Finance Select-Inst
Filed as
WORLD FDS TR (Q1 2024)
CUSIP
98148J188
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Fulton Bank, N.A. 3.19% Reduce -0.5% 3,430,359 $77.8M

"% of holder's portfolio" is AFVZX's weight in each manager's 13F, not the share of Applied Finance Select-Inst the manager owns.