Institutional Ownership Listed Fds Tr Overlay Shs Fore (OVF)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Fore (OVF). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 327,077 shares, which have been reported (via 13F filing form) to have a value of $7.85 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
193,873
shares
|
$4.65 Million
0.91% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
117,656
shares
|
$2.82 Million
2.67% of portfolio
|
Q3 2024
Added 17.54%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,290
shares
|
$246,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,258
shares
|
$126,086
0.0% of portfolio
|
Q3 2024
Reduced 48.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|