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Get Institutions for : 
Overlay Shares Large Cap Equity Etf (OVL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 25    2
Total shares held : 
 2,957,344  
% of shares held : 
 32.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -885,017  
% of shares held change : 
   -9.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 166,771
 5.64%
 
Increased Positions :
7
 56,070
 1.9%
 
Unchanged Positions :
1
 35,029
 1.18%
 
Decreased Positions :
14
-1,100,358
-37.21%
 
Closed Positions :
1
-7,500
-0.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 6415 *Closed 2024-03-31 0 $0 -335
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 58 *Closed 2024-03-31 0 $0 -152,356
  2 Records found
  1    
  Page 1 of 1
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