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

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Listed Fds Tr Overlay Shs Shor stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,343 shares of OVT stock, worth $52,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,343

Holding current value

$52,225

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$21.95 - $22.83 $51,428 - $53,490	2,343 New	2,343 $51,000

Others Institutions Holding OVT

# of Institutions

Shares Held

1.29M

Call Options Held

Put Options Held

Holcombe Financial, Inc. Atlanta, GA

499K
Shares

$11.1 Million
9.03% of portfolio
Bison Wealth, LLC

323K
Shares

$7.21 Million
1.85% of portfolio
Acg Wealth

218K
Shares

$4.85 Million
1.05% of portfolio
Truadvice, LLC Sarasota, FL

130K
Shares

$2.89 Million
1.2% of portfolio
Jpmorgan Chase & CO New York, NY

63.6K
Shares

$1.42 Million
0.0% of portfolio

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About LISTED FDS TR OVERLAY SHS SHOR

Ticker OVT
Sector ETFs
Industry ETFs

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