Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Hedg Transaction History

Advocacy Wealth Management Services, LLC

$1.07 Billion
Q1 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Listed Fds Tr Overlay Shs Hedg stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 43,731 shares of OVLH stock, worth $1.43 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

43,731

Previous 2,348,427 98.14%

Holding current value

$1.43 Million

Previous $67.9 Million 97.99%

% of portfolio

0.13%

Previous 6.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$28.51 - $31.27 $65.7 Million - $72.1 Million	-2,304,696 Reduced 98.14%	43,731 $1.37 Million
Q4 2023 Jan 23, 2024	SELL	$25.76 - $29.2 $4.47 Million - $5.07 Million	-173,501 Reduced 6.88%	2,348,427 $67.9 Million
Q3 2023 Oct 26, 2023	SELL	$26.79 - $28.49 $1.37 Million - $1.46 Million	-51,304 Reduced 1.99%	2,521,928 $67.6 Million
Q2 2023 Jul 20, 2023	BUY	$25.68 - $27.83 $456,384 - $494,594	17,772 Added 0.7%	2,573,232 $71.6 Million
Q1 2023 Apr 14, 2023	BUY	$24.64 - $26.48 $29 Million - $31.2 Million	1,178,649 Added 85.61%	2,555,460 $66.1 Million

Q4 2022 Jan 27, 2023	BUY	$24.62 - $26.33 $33.9 Million - $36.3 Million	1,376,811 New	1,376,811 $0

Others Institutions Holding OVLH

# of Institutions

Shares Held

339K

Call Options Held

Put Options Held

View Full List

About LISTED FDS TR OVERLAY SHS HEDG

Ticker OVLH
Sector ETFs
Industry ETFs

More about OVLH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Account

Advocacy Wealth Management Services, LLC Listed Fds Tr Overlay Shs Hedg Transaction History