Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Larg Transaction History

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Listed Fds Tr Overlay Shs Larg stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 36,385 shares of OVL stock, worth $0. This represents 1.02% of its overall portfolio holdings.

Number of Shares
36,385
Previous 34,329 5.99%
Holding current value
$0
Previous $1.6 Million 5.76%
% of portfolio
1.02%
Previous 1.37%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
N/A
2,056 Added 5.99%
36,385 $1.69 Million
Q3 2024

Oct 03, 2024
BUY
N/A
4,726 Added 15.96%
34,329 $1.6 Million
Q2 2024

Jul 19, 2024
BUY
N/A
10,947 Added 58.68%
29,603 $1.31 Million
Q1 2024

Apr 10, 2024
BUY
N/A
3,185 Added 20.59%
18,656 $795,000
Q4 2023

Jan 17, 2024
BUY
N/A
162 Added 1.06%
15,471 $583,000
Q3 2023

Oct 12, 2023
SELL
N/A
-1,729 Reduced 10.15%
15,309 $520,000
Q2 2023

Jul 25, 2023
BUY
N/A
741 Added 4.55%
17,038 $612,000
Q1 2023

Apr 17, 2023
BUY
N/A
16,297 New
16,297 $537,000
Q3 2022

Nov 14, 2022
BUY
N/A
14,304 New
14,304 $410,000

Others Institutions Holding OVL

# of Institutions
29
Shares Held
3.2M
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR OVERLAY SHS LARG

OVL Quotes by TradingView
  • Ticker OVL
More about OVL
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