Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
59New |
$1.41K - $1.59K
|
59
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|