13F QoQ Ownership Changes
OESX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 0 added · 0 reduced · 3 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 55 | +55 | $33 | +$33 | — |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | -16,987 | $0 | -$12.2K | — |
| Annandale Capital, LLC | 0 | -17,333 | $0 | -$1.5K | — |
| OSAIC HOLDINGS, INC. | 0 | -1,190 | $0 | -$701 | — |