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ESUMESUM
5 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in STRATEGY SHS

OSAIC HOLDINGS, INC. holds 8,688 shares of ESUM (STRATEGY SHS), worth $266,340 as of 2026-Q2. The position was increased (+131.4% shares). ESUM represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$266,340

Current Shares

8,688

Total Value Change

+$229,255

Total Shares Change

+7,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,688
+131.4%
$266,3400.0%$30.64
37
2026-Q1
Increased
3,754
+32.6%
$98,3720.0%$27.31
28
2025-Q4
Increased
2,830
+61.4%
$76,2880.0%$27.18
31
2025-Q3
Increased
1,754
+22.9%
$47,5120.0%$27.01
25
2025-Q2
New
1,427
-
$37,0850.0%$25.72
28

Other major holders of ESUM: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC

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