Truadvice, LLC OVL Holdings History

Number of Shares
82,140.00
Current Holdings Value*
$2.85 Mil
% of Portfolio
1.17%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
38.83%

Truadvice, LLC's Overlay Shares Large Cap Equity ETF Holding Summary

As of 2023-09-30, Truadvice, LLC held 82,140.00 shares of Overlay Shares Large Cap Equity ETF(OVL), totaling $2.85 Mil. This investment constitutes 1.17% of their stock portfolio, and Truadvice, LLC now holds 1.97% of the outstanding Overlay Shares Large Cap Equity ETF(OVL) stock.

The initial trade took place in 2023Q3. And since then Truadvice, LLC has made 1 purchases of OVL, at an average price of $35.62, for a total of 82,140.00 shares. Based on historical transaction data and OVL's current price of $49.45, Truadvice, LLC's estimated gain on his OVL holdings is $1.14 Mil, reflecting a 38.83% gain to date.

Truadvice, LLC OVL ($49.45) Holding Chart

Truadvice, LLC OVL ($49.45) 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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