Ae Wealth Management LLC Listed Fds Tr Overlay Shs Smal Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Overlay Shs Smal stock. As of the latest transaction made, Ae Wealth Management LLC holds 466 shares of OVS stock, worth $16,519. This represents 0.0% of its overall portfolio holdings.
Number of Shares
466
Previous 466
-0.0%
Holding current value
$16,519
Previous $14,000
7.14%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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
-
Bison Wealth, LLC74.8KShares$2.65 Million0.68% of portfolio
-
Johnson & White Wealth Management, LLC York, PA44.8KShares$1.59 Million0.74% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.48KShares$52,5720.0% of portfolio
-
Ubs Group Ag263Shares$9,3230.0% of portfolio