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OVBOVB
4 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in LISTED FDS TR

AE Wealth Management LLC holds 5,323 shares of OVB (LISTED FDS TR), worth $108,781 as of 2026-Q2. The position was increased (+371.1% shares). OVB represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$108,781

Current Shares

5,323

Total Value Change

+$108,611

Total Shares Change

+5,315

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,323
+371.1%
$108,7810.0%$20.33
35
2026-Q1
Increased
1,130
+140x
$23,2270.0%$20.13
31
2025-Q4
Unchanged
8
0.0%
$1730.0%$19.83
0
2025-Q3
New
8
-
$1700.0%$19.53
17

Other major holders of OVB: HighTower Advisors, LLC

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