Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Overlay Shares Short Term Bond Etf (OVT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    2
Total shares held : 
 350,473  
% of shares held : 
 12.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 -125,671  
% of shares held change : 
   -4.64%  
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 :
4
 2,571
 0.73%
 
Increased Positions :
3
 46,767
 13.34%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
2
-74,542
-21.27%
 
Closed Positions :
2
-100,467
-28.67%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lakeview Capital Partners LLC 18 - 2023-12-31 251,272 $5,455,000 33,404
   Truadvice LLC 23 *New 2023-09-30 129,845 $2,731,000 129,845
   MERCER GLOBAL ADVISORS INC /ADV 994 - 2023-12-31 44,037 $956,000 -66,834
   J P MORGAN CHASE & CO 3574 - 2023-12-31 28,040 $609,000 12,219
   BlueChip Wealth Advisors LLC - 2024-03-31 19,437 $433,000 -2,394
   ENVESTNET ASSET MANAGEMENT INC 3604 - 2023-12-31 13,702 $297,000 -7,708
   SANDY SPRING BANK - 2023-12-31 10,851 $236,000 1,144
   Advisor Group Holdings Inc. 4934 *New 2023-12-31 2,004 $44,000 2,004
   WELLS FARGO & CO/MN 5205 *New 2023-12-31 302 $7,000 302
   UBS Group AG 6313 *New 2023-12-31 264 $6,000 264
   MORGAN STANLEY 6933 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1110 *Closed 2023-12-31 0 $0 -26,042
   LJI Wealth Management LLC 178 *Closed 2023-12-31 0 $0 -74,425
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us