Security Details
| Security Name: | OVERLAY SHARES SHRT TERM BON |
|---|---|
| Ticker: | OVT |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 53656F573 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 11 | - |
| 2024-09-30 | $0.00B | -39.3% | 10 | -9.1% |
| 2024-12-31 | $0.06B | +1280.0% | 10 | 0.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| HOLCOMBE FINANCIAL, INC. | $11.0M | 499K | 9.0% |
| ARMIS ADVISERS, LLC | $36.9M | 1,681K | 4.5% |
| BISON WEALTH, LLC | $7.1M | 323K | 1.6% |
| REAP FINANCIAL GROUP, LLC | $0.3M | 15K | 0.1% |
| OLD MISSION CAPITAL LLC | $0.8M | 34K | 0.0% |
| SANDY SPRING BANK | $0.2M | 7K | 0.0% |
| ORION PORTFOLIO SOLUTIONS, LLC | $0.3M | 14K | 0.0% |
| JPMORGAN CHASE & CO | $1.4M | 63K | 0.0% |
| AE WEALTH MANAGEMENT LLC | $0.1M | 2K | 0.0% |
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|---|---|---|---|---|---|
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