Fulcrum Equity Management Listed Fds Tr Overlay Shs Larg Transaction History
Fulcrum Equity Management
- $93.4 Million
- Q2 2025
Shares
	  6 transactions
	
  Others Institutions Holding OVL
# of Institutions
42Shares Held
4.12MCall Options Held
0Put Options Held
0- 
    
      Armis Advisers, LLC Atlanta, GA2.01MShares$07.71% 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
- 
    
      Raymond James Financial Inc St. Petersburg, FL201KShares$00.0% of portfolio