EverSource Wealth Advisors LLC Boosts Stock Holdings in Tweedy Browne Insider Value ETF $COPY

EverSource Wealth Advisors LLC raised its holdings in Tweedy Browne Insider Value ETF (NYSEARCA:COPYFree Report) by 733.7% during the first quarter, Holdings Channel.com reports. The firm owned 151,282 shares of the company’s stock after purchasing an additional 133,137 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Tweedy Browne Insider Value ETF were worth $2,076,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Pinnacle Wealth Management Advisory Group LLC purchased a new stake in shares of Tweedy Browne Insider Value ETF in the first quarter valued at approximately $7,767,000. Nations Financial Group Inc. IA ADV raised its position in Tweedy Browne Insider Value ETF by 15.1% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 268,205 shares of the company’s stock worth $3,460,000 after acquiring an additional 35,114 shares in the last quarter. Finally, Sound Income Strategies LLC raised its position in Tweedy Browne Insider Value ETF by 67.0% in the fourth quarter. Sound Income Strategies LLC now owns 8,722 shares of the company’s stock worth $117,000 after acquiring an additional 3,500 shares in the last quarter. Hedge funds and other institutional investors own 0.19% of the company’s stock.

Tweedy Browne Insider Value ETF Stock Performance

Tweedy Browne Insider Value ETF stock opened at $15.59 on Thursday. Tweedy Browne Insider Value ETF has a one year low of $11.48 and a one year high of $15.75. The business has a fifty day moving average of $15.00 and a two-hundred day moving average of $14.36. The company has a market cap of $376.34 million, a P/E ratio of -259.83 and a beta of 0.51.

Tweedy Browne Insider Value ETF Company Profile

(Free Report)

The Tweedy Browne Insider + Value ETF Trust Units (COPY) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund that selects undervalued equities globally using a proprietary methodology. It focuses on companies where insiders, defined as corporate officers, are actively purchasing equity securities and where the company is conducting share buybacks COPY was launched on Dec 27, 2024 and is issued by Tweedy, Browne Co

Further Reading

Want to see what other hedge funds are holding COPY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tweedy Browne Insider Value ETF (NYSEARCA:COPYFree Report).

Institutional Ownership by Quarter for Tweedy Browne Insider Value ETF (NYSEARCA:COPY)

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