Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Fore Transaction History
Johnson & White Wealth Management, LLC
- $116 Million
- Q3 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Listed Fds Tr Overlay Shs Fore stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 117,656 shares of OVF stock, worth $2.93 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
117,656
Previous 100,097
17.54%
Holding current value
$2.93 Million
Previous $2.49 Million
24.61%
% of portfolio
2.67%
Previous 2.38%
Shares
8 transactions
Others Institutions Holding OVF
# of Institutions
6Shares Held
331KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC194KShares$4.83 Million0.91% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2KShares$254,9060.0% of portfolio
-
Gts Securities LLC New York, NY8.98KShares$223,7060.0% of portfolio
-
Ubs Group Ag519Shares$12,9330.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio