Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Hedg Transaction History
Advocacy Wealth Management Services, LLC
- $1.22 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding OVLH
# of Institutions
18Shares Held
319KCall Options Held
0Put Options Held
0-
Holcombe Financial, Inc. Atlanta, GA65.4KShares$2.27 Million1.84% of portfolio
-
Bison Wealth, LLC55.7KShares$1.93 Million0.34% of portfolio
-
Comerica Bank32.5KShares$1.13 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY26.8KShares$930,7320.0% of portfolio
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Truadvice, LLC Sarasota, FL23.9KShares$828,3970.28% of portfolio