BALASA DINVERNO & FOLTZ LLC - OSI ETF TR ownership

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of OSI ETF TR
ValueSharesWeighting
Q1 2020$222,000
-20.4%
7,662
+0.7%
0.03%
-6.7%
Q4 2019$279,000
+6.1%
7,610
+0.7%
0.03%0.0%
Q3 2019$263,000
+9.1%
7,560
+2.8%
0.03%
+11.1%
Q3 2018$241,0007,3570.03%
Other shareholders
OSI ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Avant Capital LLC 31,914$1,486,0001.63%
Synergy Asset Management, LLC 111,905$5,211,0001.24%
Ahrens Investment Partners LLC 53,636$2,498,0001.10%
Andesa Financial Management Inc. 30,289$1,411,0000.69%
Private Portfolio Partners LLC 57,280$2,667,5630.68%
Grandview Asset Management LLC 28,255$1,316,0000.53%
WIN ADVISORS, INC 35,822$1,668,0000.38%
Sovereign Financial Group, Inc. 20,435$952,0000.38%
Clarity Financial LLC 45,343$2,112,0000.33%
ACAS, LLC 5,109$238,0000.31%
View complete list of OSI ETF TR shareholders