Who owns LISTED FD TR?
- Ticker: OVLH
- CUSIP Number: 53656f581
Tip: Access positions for across all investors
Analyze quarterly positions in Listed Fd Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Listed Fd Tr stock
Who bought or sold LISTED FD TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Lakeview Capital Partners | 49k | $1.4M | -42% | Dec 2023 |
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| Advocacy Wealth Management Services | 44k | $1.4M | -98% | Mar 2024 |
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| Goldman Sachs Group | 25k | $723k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 21k | $619k | 38% | Dec 2023 |
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| Consolidated Portfolio Review Corp | 15k | $420k | 0% | Dec 2023 |
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| Kades & Cheifetz | 8.5k | $244k | 0% | Dec 2023 |
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| UBS Group | 980.00 | $28k | 100% | Dec 2023 |
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| Wells Fargo & Company | 125.00 | $3.6k | 100% | Dec 2023 |
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| Lee Financial | 50.00 | $1.4k | 0% | Dec 2023 |
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Who sold out of Listed Fd Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2023 | 7.7k | $207k |