Ocean PRK Tact Munic FND-InsSTMEX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$25.79avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Ocean PRK Tact Munic FND-Ins (STMEX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were RFP Financial Group LLC ($1K) and Financial Gravity Asset Management, Inc. ($21).
- Company
- Ocean PRK Tact Munic FND-Ins
- Filed as
- SIERRA TACTICAL MUNICIPAL INSTITUTIONAL (Q2 2024)
- CUSIP
- 66538J555
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 56 shares bought and 211 shares sold, net −155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| RFP Financial Group LLC | 0.00% | New | 56 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.5% | 1 | $21 |
"% of holder's portfolio" is STMEX's weight in each manager's 13F, not the share of Ocean PRK Tact Munic FND-Ins the manager owns.