Aot Growth and InnovationAOTGETF
13F holders, Q4 2024 (December 31)2holders −1
1new positions
2sold out
$44.67avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Aot Growth and Innovation (AOTG) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($38K) and AE Wealth Management LLC ($9K).
- Company
- Aot Growth and Innovation
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 2 | $865K |
All 13F filers, Q3 2024 → Q4 2024: 200 shares bought and 20,922 shares sold, net −20,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Morgan Stanley | 0.00% | No change | 846 | $38K |
| AE Wealth Management LLC | 0.00% | New | 200 | $9K |
"% of holder's portfolio" is AOTG's weight in each manager's 13F, not the share of Aot Growth and Innovation the manager owns.