Institutional Ownership Ea Ser Tr Aot Growth & Innovat (AOTG)
This table provides information about the institutional ownership of Ea Ser Tr Aot Growth & Innovat (AOTG). We have compiled data on the 4 institutions that hold shares in the stock, with a total of 9,519 shares, which have been reported (via 13F filing form) to have a value of $441,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,473
shares
|
$393,231
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
846
shares
|
$39,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
200
shares
|
$9,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|