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Overlay Shares Municipal Bond ETF
21.38
USD
+0.04
0.19%
At close
Updated
Aug 25, 4:00 PM EDT
Pre-market
After hours
1 day
0.19%
5 days
-0.51%
1 month
0.14%
3 months
-1.79%
6 months
-2.46%
Year to date
-0.7%
1 year
1.76%
5 years
-18.86%
10 years
-14.51%
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
| $25.4M | +$3.33M | +153,253 | +15% |
|
| 2 |
IA
2
IFP Advisors
Tampa,
Florida
| $1.07M | -$51.7K | -2,380 | -5% |
|
| 3 |
EWM
3
Evolution Wealth Management
Fort Myers,
Florida
| $471K | +$459K | +21,116 | +4,301% |
|
| 4 |
PFO
4
PMG Family Office
Plano,
Texas
| $447K | +$446K | +20,514 | New |
|
| 5 |
5
MML Investors Services
Springfield,
Massachusetts
| $294K | +$3K | +138 | +1% |
|
| 6 |
6
Raymond James Financial
St Petersburg,
Florida
| $251K | – | – | – |
|
| 7 |
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $211K | – | – | – |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $40.7K | – | – | – |
|
| 9 |
9
Morgan Stanley
New York
| $31 | – | – | – |
|
| 10 |
BCMLT
10
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$403K | -18,779 | Closed |
|
| 11 |
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$250K | -11,654 | Closed |
|
| 12 |
SIS
12
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$10.8K | -502 | Closed |
|
| 13 |
13
UBS Group
Zurich,
Switzerland
| – | -$5.53K | -258 | Closed |
|