Crestwood Advisors Group, LLC
Position in VSLU — Applied Finance Valuation Large Cap ETF
CIK 1426853
BOSTON, MA
All Filings in VSLU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VSLU | $118,085,236 | 2,824,330 | Shares | Other | 2026-05-05 | |
| 2025-12-31 VSLU | $88,511,413 | 1,999,806 | Shares | Other | 2026-02-03 | |
| 2025-09-30 VSLU | $61,364,242 | 1,437,371 | Shares | Other | 2025-11-07 | |
| 2025-06-30 VSLU | $48,052,631 | 1,227,398 | Shares | Other | 2025-08-05 | |
| 2025-03-31 VSLU | $42,368,599 | 1,209,771 | Shares | Other | 2025-05-05 | |
| 2024-12-31 VSLU | $42,965,807 | 1,174,250 | Shares | Other | 2025-02-04 | |
| 2024-09-30 VSLU | $40,904,923 | 1,136,311 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 VSLU | $34,739,710 | 1,015,781 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||