Ameritas Advisory Services’s Olo Inc OLO Stock Holding History

Ameritas Advisory Services’s Portfolio OLO Stock Details OLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-450	Closed	-$4K	–	2670
2025 Q2	$4K	Buy	+450	New	+$3.49K	﹤0.01%	2297
2023 Q2	–	Sell	-450	Closed	-$3.67K	–	1903
2023 Q1	$3.67K	Buy	+450	New	+$3.46K	﹤0.01%	2245

Other funds holding OLO

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Advisory Services's OLO Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 450 shares — an estimated $4K sold.

Ameritas Advisory Services first reported a position in OLO in Q1 2023 and held it in 2 quarters. The position peaked at $4K in Q2 2025. 3 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

Ameritas Advisory Services reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 450 Olo Inc shares in Q3 2025, an estimated $4K.
Ameritas Advisory Services first reported a position in Olo Inc in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Olo Inc position peaked at $4K in Q2 2025.
3 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.