Winch Advisory Services, LLC ETF Opportunities Tr American Transaction History
Winch Advisory Services, LLC
- $334 Million
- Q2 2024
A detailed history of Winch Advisory Services, LLC transactions in ETF Opportunities Tr American stock. As of the latest transaction made, Winch Advisory Services, LLC holds 4,322 shares of ACVF stock, worth $188,223. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,322
Previous 4,317
0.12%
Holding current value
$188,223
Previous $174,000
2.3%
% of portfolio
0.05%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding ACVF
# of Institutions
41Shares Held
470KCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC148KShares$6.44 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC62.3KShares$2.71 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC35.1KShares$1.53 Million0.0% of portfolio
-
Envestnet Asset Management Inc32KShares$1.4 Million0.0% of portfolio
-
Morgan Stanley New York, NY32KShares$1.39 Million0.0% of portfolio