Steward Financial Group LLC ETF Ser Solutions Clearshares Transaction History

Steward Financial Group LLC

$315 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$27.15 - $29.45 $28,018 - $30,392	1,032 New	1,032 $28,000

Others Institutions Holding OCIO

# of Institutions

8

Shares Held

320K

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

183K
Shares

$6.36 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

36.1K
Shares

$1.25 Million
0.0% of portfolio
Janney Montgomery Scott LLC

33K
Shares

$1.15 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

32.4K
Shares

$1.12 Million
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

30.5K
Shares

$1.06 Million
0.01% of portfolio

About ETF SER SOLUTIONS CLEARSHARES

Ticker OCIO
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