Fulcrum Equity Management Listed Fds Tr Overlay Shs Larg Transaction History
Fulcrum Equity Management
- $88.9 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding OVL
# of Institutions
44Shares Held
5.48MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA2.01MShares$07.71% of portfolio
-
Country Trust Bank1.36MShares$00.0% of portfolio
-
Bison Wealth, LLC537KShares$00.0% of portfolio
-
Envestnet Asset Management Inc300KShares$00.0% of portfolio
-
Raymond James & Associates St Petersburg, FL219KShares$00.0% of portfolio