LPL Financial
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LPL Financial’s Overlay Shares Core Bond ETF OVB Stock Holding History

LPL Financial’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,195
Closed -$239K – 4790
2023
Q3 		$239K Buy
12,195
+716
+6% +$14.1K ﹤0.01% 4059
2023
Q2 		$238K Buy
+11,479
New +$238K ﹤0.01% 3979