Lee Financial CO Listed Fds Tr Overlay Shs Hedg Transaction History
Lee Financial CO
- $706 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding OVLH
# of Institutions
19Shares Held
415KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC137KShares$4.79 Million1.22% of portfolio
-
Holcombe Financial, Inc. Atlanta, GA65.4KShares$2.28 Million1.84% of portfolio
-
Comerica Bank32.5KShares$1.13 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY26.8KShares$936,0980.0% of portfolio
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Truadvice, LLC Sarasota, FL23.9KShares$833,1730.28% of portfolio