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

Johnson & White Wealth Management, LLC

  • $137 Million
  • Q1 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 18,656 shares of OVL stock, worth $0. This represents 0.58% of its overall portfolio holdings.

Number of Shares
18,656
Previous 15,471 20.59%
Holding current value
$0
Previous $583,000 36.36%
% of portfolio
0.58%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
27
Shares Held
2.92M
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
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email