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Overlay Shares Large Cap Equity Etf etf shares owned by Beaird Harris Wealth Management

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by Beaird Harris Wealth Management from 13F filings

Historical chart of Beaird Harris Wealth Management 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 Beaird Harris Wealth Management 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 Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $104k 2.2k 46.64
2024-09-30 $103k 2.2k 46.48
2024-06-30 $98k 2.2k 44.08

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Beaird Harris Wealth Management

Top funds holding Overlay Shares Large Cap Equity Etf etf

Country Trust Bank
Lakeview Capital Partners
Armis Advisers
Envestnet Asset Management
Raymond James & Associates
Raymond James Financial
Legacy Private Trust
Royal Bank of Canada
Orion Portfolio Solutions
Janney Montgomery Scott
Johnson & White Wealth Management
Jpmorgan Chase & Co
Smartleaf Asset Management
Private Advisor
Gts Securities

View all funds holding Overlay Shares Large Cap Equity Etf etf