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The Motley Fool
1 month ago
Wealth Manager Doubles Down on Fixed-Income ETF, With $10.3 Million Buy, According to Latest SEC Filing
Bought 195,309 shares; estimated trade size $10.34 million based on quarterly average pricing Quarter-end position value increased by $11.29 million, reflecting both trading and price movements Transaction value represented 0.15% of reportable AUM Post-trade holding: 2,130,939 shares valued at $113.17 million The position now accounts for 1.68% of Apella's 13F reportable AUM, which places it outside the fund's top five holdings