Position history for Focus Partners Wealth's holdings in VALUED ADVISERS TR
Focus Partners Wealth holds 45M shares of EQTY (VALUED ADVISERS TR), worth $1.2B as of 2025-Q4. The position was increased (++494x shares). EQTY represents 1.4% of Focus Partners Wealth's portfolio.
Current Value
$1.2B
Current Shares
45M
Total Value Change
+$1.2B
Total Shares Change
+45M
Other major holders of EQTY: Kovitz Investment Group Partners, LLC
Increased |
| 45M |
+494x |
| $1.2B |
| 1.4% |
| $27.17 |
81 |
| 2025-Q3 | Unchanged | 90,990 | 0.0% | $2.3M | 0.0% | $25.62 | 0 |
| 2025-Q2 | Decreased | 90,990 | 0.0% | $2.3M | 0.0% | $24.90 | 0 |
| 2025-Q1 | Increased | 90,991 | +0.3% | $2.1M | 0.0% | $23.10 | 26 |
| 2024-Q4 | Decreased | 90,768 | 0.0% | $2.2M | 0.0% | $23.84 | 0 |
| 2024-Q3 | New | 90,770 | - | $2.1M | 0.0% | $23.14 | 36 |