Ae Wealth Management LLC Listed Fds Tr Overlay Shs Hedg Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Overlay Shs Hedg stock. As of the latest transaction made, Ae Wealth Management LLC holds 1 shares of OVLH stock, worth $39. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$39

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$36.79 - $39.01 $36 - $39	1 New	1 $0

Others Institutions Holding OVLH

# of Institutions

Shares Held

2.08M

Call Options Held

Put Options Held

Armis Advisers, LLC Atlanta, GA

1.15M
Shares

$45.2 Million
4.17% of portfolio
Holcombe Financial, Inc. Atlanta, GA

366K
Shares

$14.4 Million
9.98% of portfolio
Commonwealth Equity Services, LLC

141K
Shares

$5.56 Million
0.01% of portfolio
Bison Wealth, LLC

137K
Shares

$5.4 Million
1.22% of portfolio
Pacific Financial Group Inc

47K
Shares

$1.85 Million
1.37% of portfolio

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About LISTED FDS TR OVERLAY SHS HEDG

Ticker OVLH
Sector ETFs
Industry ETFs

More about OVLH

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