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OTA Financial Group L.P.13F | |
| OTA Financial Group L.P. | |
| Last update 2023-08-17 | 7 Stocks (3 new) |
| Value $143.00 Mil | Turnover 80 % |
OTA Financial Group L.P. Top Holdings of 2023-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OXY.WS | Occidental Petroleum Corp | 1,734,876 | 64,750.0 | +207.12% | 45.220 | +30.50% | - | - | - | 0 | Oil & Gas | |
BKNG | Booking Holdings Inc | 17,000 | 45,910.0 | New Holding | 32.060 | +32.06% | 0.050 | +17.23% | +14.15% | 183,852.9 | Travel & Leisure | |
BRK.B | Berkshire Hathaway Inc | 60,000 | 20,460.0 | New Holding | 14.290 | +14.29% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
SCLX
CALL
| Scilex Holding Co | 1,034,600 | 5,760.0 | 0% | 4.020 | 0% | 0.690 | +141.99% | -28.17% | 58.9 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 42,543 | 5,090.0 | New Holding | 3.550 | +3.55% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
LBRDK | Liberty Broadband Corp | 10,534 | 840.0 | -67.20% | 0.590 | -1.55% | 0.010 | +19.78% | +23.95% | 12,441.7 | Telecommunication Services | |
BIOR
CALL
| Biora Therapeutics Inc | 98,500 | 380.0 | 0% | 0.270 | 0% | 0.710 | 0% | 0% | 1.0 | Biotechnology | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 0 | 0 | Sold Out | 0.000 | -21.02% | 0.000 | +1.05% | +2.34% | 41,778.1 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.54% | 0.000 | +1.74% | +3.96% | 21,617.6 | ||
SCHZ | Schwab US Aggregate Bond ETF | 0 | 0 | Sold Out | 0.000 | -1.40% | 0.000 | +0.99% | +3.47% | 8,601.1 |
OTA Financial Group L.P.'s Historical Top Holdings Breakdowns
OTA Financial Group L.P. Total Holding History ($B)
OTA Financial Group L.P.'s Asset Allocation
OTA Financial Group L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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OTA Financial Group L.P.'s Hypothetical Growth since 2023-06-30
OTA Financial Group L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
OTA Financial Group L.P.'s Holdings Heat Map
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OTA Financial Group L.P.'s Holdings Bubble Chart
OTA Financial Group L.P. News
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