Creative Planning Listed Fds Tr Overlay Shs Larg Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding OVL
# of Institutions
27Shares Held
3.2MCall Options Held
0Put Options Held
0-
Country Trust Bank1.36MShares$00.0% of portfolio
-
Bison Wealth, LLC506KShares$00.0% of portfolio
-
Envestnet Asset Management Inc314KShares$00.0% of portfolio
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Raymond James & Associates St Petersburg, FL219KShares$00.0% of portfolio
-
Jpmorgan Chase & CO New York, NY170KShares$00.0% of portfolio