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Get Institutions for : 
Overlay Shares Short Term Bond Etf (OVT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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%
 
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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 29 - 2024-03-31 196,991 $4,389,000 -54,281
   MERCER GLOBAL ADVISORS INC /ADV 1261 - 2024-03-31 22,928 $511,000 -21,109
   BlueChip Wealth Advisors LLC 68 - 2024-03-31 19,437 $433,000 -2,394
   ENVESTNET ASSET MANAGEMENT INC 3762 - 2024-03-31 11,746 $262,000 -1,956
   SANDY SPRING BANK 384 - 2024-03-31 7,541 $168,000 -3,310
   UBS Group AG 6634 - 2024-03-31 72 $2,000 -192

  6 Records found
  1    
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