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
404KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC137KShares$4.8 Million1.22% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA65.4KShares$2.28 Million1.84% of portfolio
-
Comerica Bank32.5KShares$1.14 Million0.0% of portfolio
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Jpmorgan Chase & CO New York, NY26.8KShares$936,9030.0% of portfolio
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Truadvice, LLC Sarasota, FL23.9KShares$833,8890.28% of portfolio