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Overlay Shares Foreign Equity ETF
32.30
USD
+0.07
0.22%
At close
Updated
Sep 4, 2:35 PM EDT
Pre-market
After hours
1 day
0.22%
5 days
0.97%
1 month
0.87%
3 months
0.19%
6 months
4.67%
Year to date
9.01%
1 year
15.03%
5 years
14.66%
10 years
29.93%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AA
1
Armis Advisers
Atlanta,
Georgia
| $23.7M | +$734K | +23,320 | +3% |
|
| 2 |
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $4.35M | +$298K | +9,479 | +7% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $1.1M | +$764K | +24,284 | +235% |
|
| 4 |
CPL
4
CAP Partners LLC
Franklin,
Tennessee
| $773K | +$768K | +24,397 | New |
|
| 5 |
TLFA
5
True Link Financial Advisors
San Francisco,
California
| $244K | +$242K | +7,700 | New |
|
| 6 |
6
Wells Fargo
San Francisco,
California
| $236K | +$235K | +7,457 | New |
|
| 7 |
OA
7
Oasis Advisors
Forest City,
Iowa
| $234K | +$233K | +7,389 | New |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $61.3K | – | – | – |
|
| 9 |
EWM
9
Evolution Wealth Management
Fort Myers,
Florida
| $5.45K | -$9.82K | -312 | -64% |
|
| 10 |
10
Morgan Stanley
New York
| $48 | +$31 | +1 | New |
|
| 11 |
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$31K | -1,066 | Closed |
|