Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Fore Transaction History
Johnson & White Wealth Management, LLC
- $105 Million
- Q2 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 100,097 shares of OVF stock, worth $2.54 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
100,097
Previous 62,593
59.92%
Holding current value
$2.54 Million
Previous $1.55 Million
60.3%
% of portfolio
2.38%
Previous 1.13%
Shares
7 transactions
Others Institutions Holding OVF
# of Institutions
6Shares Held
300KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC180KShares$4.57 Million0.77% of portfolio
-
Jpmorgan Chase & CO New York, NY10.2KShares$259,8160.0% of portfolio
-
Gts Securities LLC New York, NY8.98KShares$228,0150.0% of portfolio
-
Ubs Group Ag519Shares$13,1820.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio