Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Smal Transaction History
Advocacy Wealth Management Services, LLC
- $1.29 Billion
- Q2 2025
Shares
7 transactions
Others Institutions Holding OVS
# of Institutions
7Shares Held
404KCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA282KShares$9.99 Million0.75% of portfolio
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Bison Wealth, LLC74.8KShares$2.65 Million0.68% of portfolio
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Johnson & White Wealth Management, LLC York, PA44.8KShares$1.59 Million0.74% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ1.48KShares$52,5720.0% of portfolio
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Ae Wealth Management LLC466Shares$16,5190.0% of portfolio