Montag A & Associates Inc Listed Fds Tr Overlay Shs Shor Transaction History
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding OVT
# of Institutions
11Shares Held
525KCall Options Held
0Put Options Held
0-
Acg Wealth218KShares$4.82 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.88 Million1.2% of portfolio
-
Bison Wealth, LLC121KShares$2.69 Million0.49% of portfolio
-
Blue Chip Wealth Advisors LLC Milton, GA20.5KShares$454,0970.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6KShares$322,4810.0% of portfolio