Concord Wealth Partners - VOC ENERGY TR ownership

VOC ENERGY TR's ticker is VOC and the CUSIP is 91829B103. A total of 25 filers reported holding VOC ENERGY TR in Q3 2023. The put-call ratio across all filers is 1.06 and the average weighting 0.0%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VOC ENERGY TR
ValueSharesWeighting
Q3 2023$20
+25.0%
20.0%0.00%
Q2 2023$16
-5.9%
20.0%0.00%
Q1 2023$17
-19.0%
20.0%0.00%
Q4 2022$2120.0%0.00%
Q2 2022$020.0%0.00%
Q1 2022$020.0%0.00%
Q4 2021$020.0%0.00%
Q2 2021$020.00%
Other shareholders
VOC ENERGY TR shareholders Q3 2023
NameSharesValueWeighting ↓
NAVELLIER & ASSOCIATES INC 77,492$640,8590.14%
McGowan Group Asset Management, Inc. 99,780$825,1770.13%
180 WEALTH ADVISORS, LLC 35,984$297,5920.07%
RR Advisors, LLC 38,000$3130.06%
IMA Wealth, Inc. 5,800$47,6180.01%
Cetera Advisor Networks LLC 108,070$893,7390.01%
Atria Wealth Solutions, Inc. 47,952$396,5620.01%
HighTower Advisors, LLC 153,870$1,274,0000.00%
Janney Montgomery Scott LLC 21,626$1790.00%
Geneos Wealth Management Inc. 2,500$20,6750.00%
View complete list of VOC ENERGY TR shareholders