Holcombe Financial, Inc. OVT Holdings History
Holcombe Financial, Inc.'s Overlay Shares Short Term Bond ETF Holding Summary
As of 2025-06-30, Holcombe Financial, Inc. held 484,707.00 shares of Overlay Shares Short Term Bond ETF(OVT), totaling $10.78 Mil. This investment constitutes 8.12% of their stock portfolio, and Holcombe Financial, Inc. now holds 21.74% of the outstanding Overlay Shares Short Term Bond ETF(OVT) stock.
The initial trade took place in 2024Q4. And since then Holcombe Financial, Inc. has made 1 purchases of OVT, at an average price of $22.33, for a total of 501,833.00 shares. In addition, there have been 1 sales at an average price of $22.15 for 17,126.00 shares. Based on historical transaction data and OVT's current price of $21.92, Holcombe Financial, Inc.'s estimated gain on his OVT holdings is $-200,526.10, reflecting a -1.79% gain to date.
Holcombe Financial, Inc. OVT ($21.92) Holding Chart
Holcombe Financial, Inc. OVT ($21.92) 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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