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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 11    2
Total shares held : 
 2,468,359  
% of shares held : 
 27.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -183,379  
% of shares held change : 
   -2.04%  
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
 25,856
 1.05%
 
Increased Positions :
2
 6,834
 0.28%
 
Unchanged Positions :
4
 23,015
 0.93%
 
Decreased Positions :
2
-208,360
-8.44%
 
Closed Positions :
1
-7,709
-0.31%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Lakeview Capital Partners LLC 100 - 2023-12-31 48,654 $1,406,000 -34,859
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 42 - 2024-03-31 43,731 $1,367,000 -2,304,696
   GOLDMAN SACHS GROUP INC/ 3666 *New 2023-12-31 25,000 $723,000 25,000
   Truadvice LLC 100 *New 2023-09-30 23,880 $650,000 23,880
   J P MORGAN CHASE & CO 3565 - 2023-12-31 21,427 $619,000 5,854
   Consolidated Portfolio Review Corp 164 - 2024-03-31 15,410 $482,000 896
   PFG Investments LLC 548 *New 2024-03-31 15,410 $482,000 15,410
   Kades & Cheifetz LLC 71 - 2023-12-31 8,451 $244,000 0
   RAYMOND JAMES TRUST CO 1138 *New 2024-03-31 7,072 $221,000 7,072
   UBS Group AG 5576 - 2023-12-31 980 $28,000 980
   MORGAN STANLEY 6218 *New 2023-12-31 731 $21,000 731
   WELLS FARGO & CO/MN 5283 *New 2023-12-31 125 $4,000 125
   Lee Financial CORP 790 - 2023-12-31 50 $1,000 0
   GTS SECURITIES LLC 1516 *Closed 2023-12-31 0 $0 -7,709
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  15 Records found
  1    
  Page 1 of 1
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