Fulcrum Equity Management Listed Fds Tr Overlay Shs Larg Transaction History
Fulcrum Equity Management
- $93.4 Million
- Q2 2025
Shares
6 transactions
Others Institutions Holding OVL
# of Institutions
47Shares Held
4.11MCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA1.99MShares$09.64% of portfolio
-
Bison Wealth, LLC537KShares$00.0% of portfolio
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Envestnet Asset Management Inc292KShares$00.0% of portfolio
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Raymond James & Associates St Petersburg, FL219KShares$00.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL194KShares$00.0% of portfolio