97,321 Shares in Fundstrat Granny Shots U.S. Large Cap ETF $GRNY Bought by Concentrum Wealth Management

Concentrum Wealth Management purchased a new position in Fundstrat Granny Shots U.S. Large Cap ETF (NYSEARCA:GRNY) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 97,321 shares of the company’s stock, valued at approximately $2,410,000. Fundstrat Granny Shots U.S. Large Cap ETF comprises 0.7% of Concentrum Wealth Management’s investment portfolio, making the stock its 26th largest position.

Several other large investors also recently bought and sold shares of the business. BOKF NA bought a new stake in Fundstrat Granny Shots U.S. Large Cap ETF in the fourth quarter worth $247,000. Kingswood Wealth Advisors LLC increased its position in Fundstrat Granny Shots U.S. Large Cap ETF by 25.9% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 84,272 shares of the company’s stock worth $2,087,000 after purchasing an additional 17,320 shares during the last quarter. Farther Finance Advisors LLC increased its position in Fundstrat Granny Shots U.S. Large Cap ETF by 57,556.1% in the fourth quarter. Farther Finance Advisors LLC now owns 155,095 shares of the company’s stock worth $3,840,000 after purchasing an additional 154,826 shares during the last quarter. SOA Wealth Advisors LLC. increased its position in Fundstrat Granny Shots U.S. Large Cap ETF by 12.6% in the fourth quarter. SOA Wealth Advisors LLC. now owns 370,680 shares of the company’s stock worth $9,178,000 after purchasing an additional 41,608 shares during the last quarter. Finally, Trust Co. of Vermont increased its position in Fundstrat Granny Shots U.S. Large Cap ETF by 255.6% in the fourth quarter. Trust Co. of Vermont now owns 1,796 shares of the company’s stock worth $44,000 after purchasing an additional 1,291 shares during the last quarter.

Fundstrat Granny Shots U.S. Large Cap ETF Stock Performance

Shares of GRNY opened at $27.19 on Tuesday. The company’s fifty day moving average is $25.14 and its 200 day moving average is $25.14. Fundstrat Granny Shots U.S. Large Cap ETF has a fifty-two week low of $20.22 and a fifty-two week high of $27.24. The stock has a market capitalization of $4.46 billion, a PE ratio of 31.86 and a beta of 1.29.

Fundstrat Granny Shots U.S. Large Cap ETF Company Profile

The fundstrat Granny Shots US Large Cap ETF (GRNY) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed ETF that invests in 20 to 50 US large-cap securities across 5 to 10 themes determined to likely impact the economy and stock market. GRNY was launched on Nov 7, 2024 and is issued by Fundstrat.