Evolution Wealth Management Inc. Listed Fds Tr Overlay Shs Shor Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Listed Fds Tr Overlay Shs Shor stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 17,414 shares of OVT stock, worth $387,113. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,414
Previous 14,212
22.53%
Holding current value
$387,113
Previous $316 Million
23.25%
% of portfolio
0.4%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding OVT
# of Institutions
17Shares Held
2.66MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA1.39MShares$30.8 Million2.4% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA500KShares$11.1 Million7.81% of portfolio
-
Bison Wealth, LLC323KShares$7.19 Million1.85% of portfolio
-
Acg Wealth218KShares$4.84 Million1.05% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.89 Million1.2% of portfolio