Transam US Grwth-ATADAX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$24.91avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Transam US Grwth-A (TADAX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($19K) and PSI Advisors, LLC ($5K).
- Company
- Transam US Grwth-A
- CUSIP
- 893962415
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 212 shares bought, net +212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Coston, McIsaac & Partners | 0.01% | No change | 767 | $19K |
| PSI Advisors, LLC | 0.00% | New | 212 | $5K |
"% of holder's portfolio" is TADAX's weight in each manager's 13F, not the share of Transam US Grwth-A the manager owns.