Montag A & Associates Inc Listed Fds Tr Overlay Shs Shor Transaction History
Montag A & Associates Inc
- $2.08 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding OVT
# of Institutions
12Shares Held
2.99MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA1.68MShares$37.6 Million4.52% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA499KShares$11.2 Million9.03% of portfolio
-
Bison Wealth, LLC323KShares$7.22 Million1.85% of portfolio
-
Acg Wealth218KShares$4.86 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.9 Million1.2% of portfolio