Advisor Os, LLC Listed Fds Tr Horizon Kinetics Transaction History

Advisor Os, LLC

$1.07 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$29.55 - $33.95 $4.17 Million - $4.8 Million	-141,248 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$29.3 - $31.9 $4.14 Million - $4.51 Million	141,248 New	141,248 $4.41 Million

Others Institutions Holding INFL

# of Institutions

165

Shares Held

19.1M

Call Options Held

19.2K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

4.21M
Shares

$189 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

3.99M
Shares

$179 Million
10.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.07M
Shares

$47.9 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

728K
Shares

$32.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

618K
Shares

$27.7 Million
0.01% of portfolio

About LISTED FDS TR HORIZON KINETICS

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