Ticker: OEI CUSIP: 53656G159 Class: OPTIMIZED EQUITY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Arkadios Wealth Advisors | 1,171,023 | $29,976 |
| Avory & Company, LLC | 19,531 | $500 |
| UBS Group AG | 517 | $13 |
| Total (3 institutions) | 1,191,071 | $30,489 |