Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.3KNew |
$338K - $371K
|
13.3K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|