Oak Family Advisors LLC Trims Stock Position in Roundhill GLP-1 & Weight Loss ETF $OZEM

Oak Family Advisors LLC lessened its holdings in shares of Roundhill GLP-1 & Weight Loss ETF (NASDAQ:OZEM) by 28.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,601 shares of the company’s stock after selling 23,063 shares during the period. Oak Family Advisors LLC owned approximately 3.53% of Roundhill GLP-1 & Weight Loss ETF worth $1,967,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the business. National Bank of Canada FI raised its holdings in shares of Roundhill GLP-1 & Weight Loss ETF by 6.1% during the third quarter. National Bank of Canada FI now owns 84,152 shares of the company’s stock worth $2,293,000 after purchasing an additional 4,808 shares during the last quarter. Jane Street Group LLC raised its holdings in shares of Roundhill GLP-1 & Weight Loss ETF by 13.2% during the first quarter. Jane Street Group LLC now owns 73,545 shares of the company’s stock worth $1,740,000 after purchasing an additional 8,579 shares during the last quarter. Finally, Osaic Holdings Inc. raised its holdings in shares of Roundhill GLP-1 & Weight Loss ETF by 205.7% during the second quarter. Osaic Holdings Inc. now owns 1,397 shares of the company’s stock worth $35,000 after purchasing an additional 940 shares during the last quarter.

Roundhill GLP-1 & Weight Loss ETF Stock Performance

OZEM opened at $31.66 on Friday. The company has a fifty day moving average of $31.58 and a two-hundred day moving average of $32.79. The stock has a market capitalization of $52.56 million, a price-to-earnings ratio of 22.34 and a beta of 0.43. Roundhill GLP-1 & Weight Loss ETF has a fifty-two week low of $23.07 and a fifty-two week high of $37.15.

Roundhill GLP-1 & Weight Loss ETF Profile

The Roundhill GLP-1 & Weight Loss ETF (OZEM) is an exchange-traded fund that mostly invests in health care equity. The fund is an actively managed fund that invests in companies from around the world involved in pharmaceutical drugs and supplements used for weight management. OZEM was launched on May 21, 2024 and is issued by Roundhill.