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Overlay Shares Large Cap Equity Etf etf shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Overlay Shares Large Cap Equity Etf etf (OVL) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors 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 True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.7M 4.7k 1000.00

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional International Value Etf Etf (DFIV)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

Top funds holding Overlay Shares Large Cap Equity Etf etf

Armis Advisers
Envestnet Asset Management
Raymond James Financial
Royal Bank of Canada
Legacy Private Trust
Janney Montgomery Scott
Evolution Wealth Management
Johnson & White Wealth Management
Smartleaf Asset Management
Private Advisor
Apollon Wealth Management
CCM Partners
CAP Partners
Old Mission Capital
LPL Financial

View all funds holding Overlay Shares Large Cap Equity Etf etf