Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Fore Transaction History
Advocacy Wealth Management Services, LLC
- $1.29 Billion
- Q2 2025
Shares
7 transactions
Others Institutions Holding OVF
# of Institutions
7Shares Held
724KCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA468KShares$13 Million1.01% of portfolio
-
Johnson & White Wealth Management, LLC York, PA125KShares$3.47 Million1.75% of portfolio
-
Bison Wealth, LLC110KShares$3.04 Million0.67% of portfolio
-
Orion Portfolio Solutions, LLC10KShares$278,7100.0% of portfolio
-
Brinker Capital Investments, LLC9.98KShares$276,9610.0% of portfolio