Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Fore Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding OVF
# of Institutions
5Shares Held
327KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC194KShares$4.74 Million0.91% of portfolio
-
Johnson & White Wealth Management, LLC York, PA118KShares$2.87 Million2.67% of portfolio
-
Orion Portfolio Solutions, LLC10.3KShares$251,3840.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.26KShares$128,4520.0% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio