IAA
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Independent Advisor Alliance’s Oragenics OGEN Stock Holding History

Independent Advisor Alliance’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,333
Closed -$1.89M – 636
2020
Q4 		$1.89M Buy
+2,333
New +$2.05M 0.13% 141

Other funds holding OGEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $333M AUM 91.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return