Lee Financial CO Listed Fds Tr Overlay Shs Hedg Transaction History
Lee Financial CO
- $706 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding OVLH
# of Institutions
20Shares Held
1.02MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA608KShares$20.3 Million2.54% of portfolio
-
Bison Wealth, LLC137KShares$4.58 Million1.22% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA65.4KShares$2.18 Million1.84% of portfolio
-
Comerica Bank32.5KShares$1.08 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY26.8KShares$894,2430.0% of portfolio