Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Fore Call Options Transaction History
Johnson & White Wealth Management, LLC
- $178 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OVF
# of Institutions
8Shares Held
568KCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA296KShares$7.88 Million0.69% of portfolio
-
Bison Wealth, LLC110KShares$2.92 Million0.67% of portfolio
-
Gts Securities LLC New York, NY19KShares$506,2700.02% of portfolio
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Orion Portfolio Solutions, LLC10KShares$267,5660.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ2.75KShares$73,1540.0% of portfolio