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
787KCall Options Held
0Put Options Held
0-
Private Advisor Group, LLC358KShares$13.6 Million0.08% of portfolio
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Sfg Wealth Management, Llc.223KShares$8.51 Million4.48% of portfolio
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Total Clarity Wealth Management, Inc.79.9KShares$3.05 Million0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC51.4KShares$1.96 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ14.3KShares$546,5730.0% of portfolio