Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Larg Transaction History
Advocacy Wealth Management Services, LLC
- $1.22 Billion
- Q4 2024
Shares
14 transactions
Others Institutions Holding OVL
# of Institutions
38Shares Held
3.75MCall Options Held
0Put Options Held
0-
Country Trust Bank1.36MShares$00.0% of portfolio
-
Bison Wealth, LLC537KShares$00.0% of portfolio
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Armis Advisers, LLC Atlanta, GA336KShares$01.92% of portfolio
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Envestnet Asset Management Inc313KShares$00.0% of portfolio
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Raymond James & Associates St Petersburg, FL219KShares$00.0% of portfolio