Creative Planning Listed Fds Tr Overlay Shs Larg Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Listed Fds Tr Overlay Shs Larg stock. As of the latest transaction made, Creative Planning holds 4,305 shares of OVL stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,305

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	N/A	4,305 New	4,305 $0
Q1 2024 May 10, 2024	BUY	N/A	5,783 New	5,783 $0

Others Institutions Holding OVL

# of Institutions

Shares Held

4.11M

Call Options Held

Put Options Held

Armis Advisers, LLC Atlanta, GA

1.99M
Shares

$0
9.64% of portfolio
Bison Wealth, LLC

537K
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

292K
Shares

$0
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

219K
Shares

$0
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

194K
Shares

$0
0.0% of portfolio

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About LISTED FDS TR OVERLAY SHS LARG

Ticker OVL

More about OVL

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