Bison Wealth, LLC OVL Holdings History
Bison Wealth, LLC's Overlay Shares Large Cap Equity ETF Holding Summary
As of 2024-12-31, Bison Wealth, LLC held 537,292.00 shares of Overlay Shares Large Cap Equity ETF(OVL), totaling $25.06 Mil. This investment constitutes 5.52% of their stock portfolio, and Bison Wealth, LLC now holds 12.05% of the outstanding Overlay Shares Large Cap Equity ETF(OVL) stock.
The initial trade took place in 2021Q2. And since then Bison Wealth, LLC has made 9 purchases of OVL, at an average price of $38.82, for a total of 654,870.00 shares. In addition, there have been 4 sales at an average price of $36.57 for 117,578.00 shares. Based on historical transaction data and OVL's current price of $48.68, Bison Wealth, LLC's estimated gain on his OVL holdings is $5.03 Mil, reflecting a 19.80% gain to date.
Bison Wealth, LLC OVL ($48.68) Holding Chart
Bison Wealth, LLC OVL ($48.68) 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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