Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

KATKAT
4 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ADVISORS SER TR

OSAIC HOLDINGS, INC. holds 67 shares of KAT (ADVISORS SER TR), worth $3,632 as of 2026-Q2. The position was decreased (-89.4% shares).

Current Value

$3,632

Current Shares

67

Total Value Change

-$31,538

Total Shares Change

-558

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
67
-89.4%
$3,6320.0%$54.06
0
2026-Q1
Increased
630
+0.8%
$33,7890.0%$57.18
14
2025-Q4
Unchanged
625
0.0%
$34,3880.0%$55.53
0
2025-Q3
New
625
-
$35,1700.0%$55.97
30

Other major holders of KAT: Focus Partners Wealth, MORGAN STANLEY

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