Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Fore Call Options Transaction History
Johnson & White Wealth Management, LLC
- $165 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OVF
# of Institutions
6Shares Held
348KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC110KShares$2.79 Million0.67% of portfolio
-
Old Mission Capital LLC14.9KShares$379,1500.0% of portfolio
-
Orion Portfolio Solutions, LLC10.5KShares$266,5660.0% of portfolio
-
Ubs Group Ag884Shares$22,5060.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio