Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|