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Overlay Shares Large Cap Equity Etf etf shares owned by Creative Planning

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Overlay Shares Large Cap Equity Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Large Cap Equity Etf etf held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Large Cap Equity Etf etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 5.8k 42.61

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Overlay Shares Large Cap Equity Etf etf

Country Trust Bank
Envestnet Asset Management
Raymond James & Associates
Lakeview Capital Partners
Legacy Private Trust
Royal Bank of Canada
Jpmorgan Chase & Co
Janney Montgomery Scott
Smartleaf Asset Management
Private Advisor
Gts Securities
Nbc Securities
Johnson & White Wealth Management
Waterloo Capital
Jane Street

View all funds holding Overlay Shares Large Cap Equity Etf etf