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Overlay Shares Municipal Bond Etf etf shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of Overlay Shares Municipal Bond Etf etf (OVM) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in Overlay Shares Municipal Bond Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Municipal Bond Etf etf held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Municipal Bond Etf etf by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.9M 86k 21.77
2024-09-30 $924k 41k 22.67
2024-06-30 $1.4M 62k 22.49
2024-03-31 $1.4M 62k 22.49
2023-12-31 $1.0M 47k 22.09
2023-09-30 $1.0M 49k 20.91
2023-06-30 $1.1M 52k 22.13
2023-03-31 $801k 36k 22.08
2022-12-31 $806k 36k 22.16
2022-09-30 $480k 23k 20.99
2022-06-30 $258k 12k 22.45
2022-03-31 $311k 13k 23.70

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Listed Fd Tr Shares Core Bd (OVB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Lakeview Capital Partners

Top funds holding Overlay Shares Municipal Bond Etf etf

Armis Advisers
Lakeview Capital Partners
IFP Advisors
Royal Bank of Canada
Farther Finance Advisors
Advisor Group Holdings
UBS Group
Morgan Stanley

View all funds holding Overlay Shares Municipal Bond Etf etf