PACIFIC FINANCIAL GROUP INC OVLH Holdings History
PACIFIC FINANCIAL GROUP INC's Overlay Shares Hedged Large Cap Equity ETF Holding Summary
As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 48,354.00 shares of Overlay Shares Hedged Large Cap Equity ETF(OVLH), totaling $1.78 Mil. This investment constitutes 1.39% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 2.47% of the outstanding Overlay Shares Hedged Large Cap Equity ETF(OVLH) stock.
The initial trade took place in 2025Q2. And since then PACIFIC FINANCIAL GROUP INC has made 1 purchases of OVLH, at an average price of $34.74, for a total of 48,354.00 shares. Based on historical transaction data and OVLH's current price of $37.47, PACIFIC FINANCIAL GROUP INC's estimated gain on his OVLH holdings is $132,132.14, reflecting a 7.87% gain to date.
PACIFIC FINANCIAL GROUP INC OVLH ($37.47) Holding Chart
PACIFIC FINANCIAL GROUP INC OVLH ($37.47) 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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