Ovata Capital Management LTD Simplify Exch Trad Fds Simplif Transaction History
Ovata Capital Management LTD
- $75.1 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SPBC
# of Institutions
17Shares Held
468KCall Options Held
0Put Options Held
0-
Sfg Wealth Management, Llc.208KShares$7.15 Million4.28% of portfolio
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Total Clarity Wealth Management, Inc.74.4KShares$2.56 Million0.91% of portfolio
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Private Advisor Group, LLC56.1KShares$1.93 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC51.4KShares$1.77 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ14.3KShares$493,3640.0% of portfolio