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Overlay Shares Foreign Equity ETF
32.38
USD
+0.15
0.47%
At close
Updated
Sep 4, 3:59 PM EDT
Pre-market
After hours
1 day
0.47%
5 days
1.22%
1 month
1.12%
3 months
0.43%
6 months
4.93%
Year to date
9.28%
1 year
15.31%
5 years
14.94%
10 years
30.25%
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
| $22.8M | +$933K | +30,511 | +4% |
|
| 2 |
JWWM
2
Johnson & White Wealth Management
York,
Pennsylvania
| $3.75M | +$191K | +6,247 | +5% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $304K | +$317K | +10,355 | New |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $56.8K | -$13.1K | -429 | -18% |
|
| 5 |
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | +$32.6K | +1,066 | New |
|
| 6 |
EWM
6
Evolution Wealth Management
Fort Myers,
Florida
| $14.2K | – | – | – |
|
| 7 |
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$303K | -10,358 | Closed |
|
| 8 |
OA
8
Oasis Advisors
Forest City,
Iowa
| – | -$206K | -7,034 | Closed |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| – | -$18.6K | -636 | Closed |
|