Institutional Ownership Listed Fds Tr Overlay Shares M (OVM)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shares M (OVM). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 105,202 shares, which have been reported (via 13F filing form) to have a value of $2.33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
58,617
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2024
Added 322.68%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
40,750
shares
|
$904,242
0.16% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,161
shares
|
$92,332
0.0% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,355
shares
|
$30,067
0.0% of portfolio
|
Q2 2024
Reduced 79.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
318
shares
|
$7,056
0.0% of portfolio
|
Q3 2024
Reduced 30.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|