OLVIG
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Oliver Lagore Vanvalin Investment Group’s Invesco Solar ETF TAN Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21
Closed -$844 – 758
2024
Q2 		$844 Hold
21
– – ﹤0.01% 652
2024
Q1 		$953 Sell
21
-65
-76% -$2.9K ﹤0.01% 652
2023
Q4 		$4.59K Hold
86
– – ﹤0.01% 538
2023
Q3 		$4.45K Sell
86
-3
-3% -$185 ﹤0.01% 576
2023
Q2 		$6.36K Sell
89
-5,570
-98% -$402K ﹤0.01% 543
2023
Q1 		$439K Sell
5,659
-41,650
-88% -$3.19M 0.2% 59
2022
Q4 		$3.45M Buy
47,309
+19,116
+68% +$1.44M 1.98% 9
2022
Q3 		$2.08M Buy
28,193
+24,918
+761% +$2.01M 1.34% 16
2022
Q2 		$234K Buy
3,275
+593
+22% +$41.1K 0.14% 81
2022
Q1 		$197K Buy
+2,682
New +$185K 0.13% 97

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return