Purchases and Sales Made in Q1 2023 in Series Port Tr Optimize Ai Sma (OAIE)
This table provides information about the institutional ownership of Series Port Tr Optimize Ai Sma (OAIE) during Q1 2023. The information is specifically focused on institutions that hold shares of SERIES PORT TR OPTIMIZE AI SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|