Bison Wealth, LLC OVB Holdings History
Bison Wealth, LLC's Overlay Shares Core Bond ETF Holding Summary
As of 2024-12-31, Bison Wealth, LLC held 459,206.00 shares of Overlay Shares Core Bond ETF(OVB), totaling $9.29 Mil. This investment constitutes 2.05% of their stock portfolio, and Bison Wealth, LLC now holds 20.5% of the outstanding Overlay Shares Core Bond ETF(OVB) stock.
The initial trade took place in 2021Q2. And since then Bison Wealth, LLC has made 10 purchases of OVB, at an average price of $21.28, for a total of 605,843.00 shares. In addition, there have been 4 sales at an average price of $20.53 for 146,637.00 shares. Based on historical transaction data and OVB's current price of $20.13, Bison Wealth, LLC's estimated gain on his OVB holdings is $-638,448.17, reflecting a -4.95% gain to date.
Bison Wealth, LLC OVB ($20.13) Holding Chart
Bison Wealth, LLC OVB ($20.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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