Bison Wealth, LLC OVT Holdings History
Bison Wealth, LLC's Overlay Shares Short Term Bond ETF Holding Summary
As of 2024-12-31, Bison Wealth, LLC held 323,312.00 shares of Overlay Shares Short Term Bond ETF(OVT), totaling $7.10 Mil. This investment constitutes 1.56% of their stock portfolio, and Bison Wealth, LLC now holds 14.56% of the outstanding Overlay Shares Short Term Bond ETF(OVT) stock.
The initial trade took place in 2022Q1. And since then Bison Wealth, LLC has made 7 purchases of OVT, at an average price of $22.12, for a total of 577,317.00 shares. In addition, there have been 4 sales at an average price of $21.83 for 254,005.00 shares. Based on historical transaction data and OVT's current price of $21.88, Bison Wealth, LLC's estimated gain on his OVT holdings is $-148,884.71, reflecting a -1.17% gain to date.
Bison Wealth, LLC OVT ($21.88) Holding Chart
Bison Wealth, LLC OVT ($21.88) 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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