GMAR

Ft Vest Us Equity Moderate B

Latest period2024 - Q4Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Ft Vest Us Equity Moderate B (GMAR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Us Equity Moderate B (GMAR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Us Equity Moderate B (GMAR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Us Equity Moderate B (GMAR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Henry Pizzutello@Hfg Wealth Management, Llc
Recent Activity
Increased 15.53%
6.71%
$10.348M
281,828 shares@ 36.72 avg price
John Chandler@City Holding Co
Recent Activity
0.42%
$2.963M
79,100 shares@ 37.46 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.8%
0.01%
$2.461M
65,705 shares@ 37.46 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 212.93%
0.08%
$1.407M
37,551 shares@ 37.47 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.06%
$667,751
17,840 shares@ 37.43 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
New Position
0.04%
$624,229
16,700 shares@ 37.38 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
0.01%
$608,850
16,253 shares@ 37.47 avg price
Dana M. Capozzella@Cascade Investment Group, Inc.
Recent Activity
Decreased -3.08%
0.42%
$577,384
15,413 shares@ 37.47 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
New Position
0.12%
$448,106
11,962 shares@ 37.47 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 0.87%
0.09%
$394,660
10,474 shares@ 37.68 avg price