Winch Advisory Services, LLC ETF Opportunities Tr American Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
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 4,352 shares of ACVF stock, worth $212,508. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,352
Previous 4,346
0.14%
Holding current value
$212,508
Previous $204,000
4.9%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding ACVF
# of Institutions
53Shares Held
583KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC167KShares$8.16 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC44KShares$2.15 Million0.0% of portfolio
-
Ae Wealth Management LLC31.6KShares$1.54 Million0.01% of portfolio
-
Morgan Stanley New York, NY28.6KShares$1.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc28.4KShares$1.39 Million0.0% of portfolio