SWM
MMKT

SeaCrest Wealth Management’s Texas Capital Government Money Market ETF MMKT Stock Holding History

SeaCrest Wealth Management’s Portfolio MMKT Stock Details MMKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-567,168
Closed -$567K – 708
2024
Q3 		$567K Buy
+567,168
New +$56.7M 0.06% 309

Other funds holding MMKT

CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

SeaCrest Wealth Management's MMKT Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Texas Capital Government Money Market ETF (MMKT) in Q4 2024, closing a stake of 567,168 shares — an estimated $567K sold.

SeaCrest Wealth Management first reported a position in MMKT in Q3 2024 and held it in 1 quarter. The position peaked at $567K in Q3 2024. 10 funds tracked by Wall St. Rank hold MMKT as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Texas Capital Government Money Market ETF position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 567,168 Texas Capital Government Money Market ETF shares in Q4 2024, an estimated $567K.
  • SeaCrest Wealth Management first reported a position in Texas Capital Government Money Market ETF in Q3 2024 and held it in 1 quarter.
  • SeaCrest Wealth Management's Texas Capital Government Money Market ETF position peaked at $567K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Texas Capital Government Money Market ETF as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.