Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.03K- 7.96% |
$27.8K - $31.2K
|
11.9K
$0
|