Lpl Financial LLC ETF Ser Solutions Clearshares Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in ETF Ser Solutions Clearshares stock. As of the latest transaction made, Lpl Financial LLC holds 6,153 shares of OCIO stock, worth $204,464. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,153

Holding current value

$204,464

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$33.67 - $35.08 $207,171 - $215,847	6,153 New	6,153 $208,000

Others Institutions Holding OCIO

# of Institutions

Shares Held

335K

Call Options Held

Put Options Held

Envestnet Asset Management Inc

181K
Shares

$6.02 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

39.9K
Shares

$1.33 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

33.4K
Shares

$1.11 Million
0.0% of portfolio
Janney Montgomery Scott LLC

31.5K
Shares

$1.05 Million
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

31.4K
Shares

$1.04 Million
0.01% of portfolio

View Full List

About ETF SER SOLUTIONS CLEARSHARES

Ticker OCIO
Sector ETFs
Industry ETFs

More about OCIO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account