U.S. Capital Wealth Advisors, LLC ETF Ser Solutions Clearshares Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.07 Billion
  • Q1 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in ETF Ser Solutions Clearshares stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,962 shares of OCIO stock, worth $231,973. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,962
Previous 6,591 5.63%
Holding current value
$231,973
Previous $223,000 3.59%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$33.0 - $35.37 $12,243 - $13,122
371 Added 5.63%
6,962 $231,000
Q4 2024

Jan 24, 2025
BUY
$33.67 - $35.08 $221,918 - $231,212
6,591 New
6,591 $223,000
Q4 2022

Feb 03, 2023
BUY
$27.15 - $29.45 $130,347 - $141,389
4,801 New
4,801 $134,000

Others Institutions Holding OCIO

# of Institutions
11
Shares Held
311K
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS CLEARSHARES

OCIO Quotes by TradingView
  • Ticker OCIO
  • Sector ETFs
  • Industry ETFs
More about OCIO
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