Number of Shares
48,354.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
1.39%
Total Estimate Gain
$125,362.58
% of Total Estimate Gain
7.46%

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 $37.33, PACIFIC FINANCIAL GROUP INC's estimated gain on his OVLH holdings is $125,362.58, reflecting a 7.46% gain to date.

PACIFIC FINANCIAL GROUP INC OVLH ($37.33) Holding Chart

PACIFIC FINANCIAL GROUP INC OVLH ($37.33) 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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