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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 |
BW
1
Bison Wealth
Atlanta,
Georgia
| $1.04M | -$32.3K | -1,522 | -3% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $515K | +$494K | +23,301 | New |
|
| 3 |
IA
3
IFP Advisors
Tampa,
Florida
| $332K | -$141K | -6,647 | -31% |
|
| 4 |
SCA
4
Snowden Capital Advisors
New York
| $242K | +$232K | +10,938 | New |
|
| 5 |
5
HighTower Advisors
Chicago,
Illinois
| $210K | -$20.3K | -958 | -9% |
|
| 6 |
6
Osaic Holdings
Scottsdale,
Arizona
| $27.6K | -$46.8K | -2,207 | -64% |
|
| 7 |
7
Comerica Bank
Dallas,
Texas
| $25.8K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $6.78K | -$46.6K | -2,198 | -88% |
|
| 9 |
ASN
9
Advisory Services Network
Atlanta,
Georgia
| $2.96K | +$2.84K | +134 | New |
|
| 10 |
10
Morgan Stanley
New York
| $43 | +$21 | +1 | New |
|
| 11 |
LWM
11
LJI Wealth Management
Indianapolis,
Indiana
| – | -$501K | -23,957 | Closed |
|
| 12 |
12
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$433K | -20,702 | Closed |
|
| 13 |
GS
13
GTS Securities
Miami,
Florida
| – | -$419K | -20,023 | Closed |
|