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$4.49 Million0.91% of portfolio
-
Johnson & White Wealth Management, LLC York, PA118KShares$2.72 Million2.67% of portfolio
-
Orion Portfolio Solutions, LLC10.3KShares$238,2130.0% of portfolio
-
Jpmorgan Chase & CO New York, NY5.26KShares$121,7220.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio