Private Ocean, LLC First Tr Exchange Traded Fd Transaction History

Private Ocean, LLC

$889 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$23.68 - $26.18 $2,604 - $2,879	-110 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$23.23 - $25.12 $348 - $376	15 Added 15.79%	110 $3,000
Q3 2019 Oct 31, 2019	BUY	$23.23 - $25.12 $2,206 - $2,386	95 New	95 $3,000

Others Institutions Holding EDOW

# of Institutions

69

Shares Held

4.88M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

911K
Shares

$31.2 Million
0.02% of portfolio
Morgan Stanley New York, NY

908K
Shares

$31.1 Million
0.0% of portfolio
Gratus Wealth Advisors, LLC Virginia Beach, VA

456K
Shares

$15.6 Million
2.7% of portfolio
Vestmark Advisory Solutions, Inc.

337K
Shares

$11.6 Million
0.54% of portfolio
Pom Investment Strategies, LLC Raleigh, NC

241K
Shares

$8.25 Million
6.78% of portfolio

About FIRST TR EXCHANGE TRADED FD

Ticker EDOW
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