News + Filings Key Docs Ownership
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LISTED FD TR (OVB)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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HighTower Advisors, LLC
| 386,026 | 99,985 | 7,980,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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Bison Wealth, LLC
| 343,915 | 10,228 | 7,127,462,000 | 1.32 | |
Hist
| 06/30/2023 |
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IFP Advisors, Inc
| 71,950 | -40,147 | 1,491,089,000 | | |
Hist
| 06/30/2023 |
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Sandy Spring Bank
| 21,994 | -640 | 455,814,000 | 0.02 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 17,859 | -500 | 362,927,000 | | |
Hist
| 06/30/2023 |
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Resurgent Financial Advisors LLC
| 5,617 | -1,028 | 116,410,000 | 0.08 | |
Hist
| 06/30/2023 |
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MRP Capital Investments, LLC
| 5,000 | 5,000 | 105,264,000 | 0.12 | |
Hist
| 03/31/2023 |
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Belpointe Asset Management LLC
| 541 | 541 | 11,389,000 | 0.00 | |
Hist
| 03/31/2023 |
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MORGAN STANLEY
| 462 | -1,417 | 9,575,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 240 | -2,150 | 4,974,000 | 0.00 | |
Hist
| 06/30/2023 |
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