AE Wealth Management LLC
Position in OVT — Overlay Shares Short Term Bond ETF
CIK 1697723
TOPEKA, KS
All Filings in OVT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OVT | $21 | 1 | Shares | Other | 2026-05-13 | |
| 2025-12-31 OVT | $51,732 | 2,353 | Shares | Other | 2026-01-26 | |
| 2025-09-30 OVT | $52,637 | 2,352 | Shares | Other | 2025-11-03 | |
| 2025-06-30 OVT | $52,131 | 2,343 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 OVT | $51,702 | 2,343 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 OVT | $51,426 | 2,343 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||