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Farther Finance Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Farther Finance Advisors’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-44
Closed -$1.67K – 3691
2023
Q4 		$1.67K Buy
+44
New +$1.55K ﹤0.01% 2507

Other funds holding OVL

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Farther Finance Advisors's OVL Position: Q1 2024 in Review

Farther Finance Advisors sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2024, closing a stake of 44 shares — an estimated $1.67K sold.

Farther Finance Advisors first reported a position in OVL in Q4 2023 and held it in 1 quarter. The position peaked at $1.67K in Q4 2023. 25 funds tracked by Wall St. Rank hold OVL as of Q1 2024.

  • Farther Finance Advisors reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 44 Overlay Shares Large Cap Equity ETF shares in Q1 2024, an estimated $1.67K.
  • Farther Finance Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2023 and held it in 1 quarter.
  • Farther Finance Advisors's Overlay Shares Large Cap Equity ETF position peaked at $1.67K in Q4 2023.
  • 25 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.