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Overlay Shares Short Term Bond ETF
21.61
USD
-0.02
0.09%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.09%
5 days
0.14%
1 month
-0.73%
3 months
-1.86%
6 months
-2.26%
Year to date
-1.55%
1 year
-3.14%
5 years
-14.55%
10 years
-13.63%
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
| $32.4M | +$617K | +27,779 | +2% |
|
| 2 |
HF
2
Holcombe Financial
Atlanta,
Georgia
| $11M | +$30.9K | +1,394 | +0.3% |
|
| 3 |
EWM
3
Evolution Wealth Management
Fort Myers,
Florida
| $353K | -$29.8K | -1,340 | -8% |
|
| 4 |
4
Raymond James Financial
St Petersburg,
Florida
| $342K | – | – | – |
|
| 5 |
BWA
5
BlueChip Wealth Advisors
Milton,
Georgia
| $334K | +$337K | +15,191 | New |
|
| 6 |
6
Stifel Financial
St. Louis,
Missouri
| $261K | +$263K | +11,864 | New |
|
| 7 |
AUB
7
Atlantic Union Bankshares
Glen Allen,
Virginia
| $179K | +$4.13K | +186 | +2% |
|
| 8 |
RFG
8
REAP Financial Group
Austin,
Texas
| $146K | -$577 | -26 | -0.4% |
|
| 9 |
AWM
9
AE Wealth Management
Topeka,
Kansas
| $51.7K | +$22 | +1 | +0% |
|
| 10 |
10
Osaic Holdings
Scottsdale,
Arizona
| $5.21K | – | – | – |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $4K | -$68.5K | -3,084 | -94% |
|
| 12 |
VF
12
Virtu Financial
New York
| – | -$511K | -22,824 | Closed |
|
| 13 |
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$329K | -14,721 | Closed |
|