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Plante Moran Financial Advisors’s Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN USOI Stock Holding History

Plante Moran Financial Advisors’s Portfolio USOI Stock Details USOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,200
Closed -$92.6K – 903
2024
Q1 		$92.6K Buy
+1,200
New +$88.2K 0.01% 258

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AWA
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AWS
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TSS
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BAM
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UBS Group
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HF
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