Oak Family Advisors LLC Sells 29,464 Shares of Roundhill GLP-1 & Weight Loss ETF $OZEM

Oak Family Advisors LLC lowered its stake in Roundhill GLP-1 & Weight Loss ETF (NASDAQ:OZEM) by 51.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 28,137 shares of the company’s stock after selling 29,464 shares during the period. Oak Family Advisors LLC owned 1.69% of Roundhill GLP-1 & Weight Loss ETF worth $878,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in OZEM. National Bank of Canada FI raised its stake 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 buying an additional 4,808 shares during the last quarter. Jane Street Group LLC increased its holdings in shares of Roundhill GLP-1 & Weight Loss ETF by 13.2% in the first quarter. Jane Street Group LLC now owns 73,545 shares of the company’s stock worth $1,740,000 after acquiring an additional 8,579 shares in the last quarter. Kestra Advisory Services LLC bought a new position in shares of Roundhill GLP-1 & Weight Loss ETF during the 4th quarter valued at about $68,000. Finally, Osaic Holdings Inc. lifted its holdings in shares of Roundhill GLP-1 & Weight Loss ETF by 205.7% during the 2nd quarter. Osaic Holdings Inc. now owns 1,397 shares of the company’s stock valued at $35,000 after purchasing an additional 940 shares in the last quarter.

Roundhill GLP-1 & Weight Loss ETF Stock Performance

Shares of OZEM opened at $31.59 on Thursday. The stock has a 50 day simple moving average of $31.08 and a 200 day simple moving average of $32.87. Roundhill GLP-1 & Weight Loss ETF has a 52-week low of $23.22 and a 52-week high of $37.15. The firm has a market capitalization of $52.44 million, a PE ratio of 22.34 and a beta of 0.43.

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.