Ae Wealth Management LLC Listed Fds Tr Overlay Shs Shor Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Overlay Shs Shor stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,343 shares of OVT stock, worth $51,499. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,343
Previous 2,343
-0.0%
Holding current value
$51,499
Previous $51,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding OVT
# of Institutions
16Shares Held
2.73MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA1.36MShares$29.9 Million2.8% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA482KShares$10.6 Million8.84% of portfolio
-
Bison Wealth, LLC323KShares$7.11 Million1.85% of portfolio
-
Acg Wealth218KShares$4.78 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.85 Million1.2% of portfolio