Truadvice, LLC OVT Holdings History

Number of Shares
129,845.00
Current Holdings Value*
$2.73 Mil
% of Portfolio
1.12%
Total Estimate Gain
$74,284.32
% of Total Estimate Gain
2.67%

Truadvice, LLC's Overlay Shares Short Term Bond ETF Holding Summary

As of 2023-09-30, Truadvice, LLC held 129,845.00 shares of Overlay Shares Short Term Bond ETF(OVT), totaling $2.73 Mil. This investment constitutes 1.12% of their stock portfolio, and Truadvice, LLC now holds 4.9% of the outstanding Overlay Shares Short Term Bond ETF(OVT) stock.

The initial trade took place in 2023Q3. And since then Truadvice, LLC has made 1 purchases of OVT, at an average price of $21.42, for a total of 129,845.00 shares. Based on historical transaction data and OVT's current price of $21.99, Truadvice, LLC's estimated gain on his OVT holdings is $74,284.32, reflecting a 2.67% gain to date.

Truadvice, LLC OVT ($21.99) Holding Chart

Truadvice, LLC OVT ($21.99) 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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