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 $214,801. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,153

Holding current value

$214,801

% 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

$6.33 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

39.9K
Shares

$1.39 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

33.4K
Shares

$1.17 Million
0.0% of portfolio
Janney Montgomery Scott LLC

31.5K
Shares

$1.1 Million
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

31.4K
Shares

$1.1 Million
0.01% of portfolio

View Full List

About ETF SER SOLUTIONS CLEARSHARES

Ticker OCIO
Sector ETFs
Industry ETFs

More about OCIO

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