Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Smal Transaction History
Johnson & White Wealth Management, LLC
- $116 Million
- Q3 2024
A detailed history of Johnson & White Wealth Management, LLC transactions in Listed Fds Tr Overlay Shs Smal stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 42,812 shares of OVS stock, worth $1.53 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
42,812
Previous 36,532
17.19%
Holding current value
$1.53 Million
Previous $1.21 Million
28.55%
% of portfolio
1.33%
Previous 1.15%
Shares
8 transactions
Others Institutions Holding OVS
# of Institutions
6Shares Held
158KCall Options Held
0Put Options Held
0-
Bison Wealth, LLC105KShares$3.76 Million0.68% of portfolio
-
Gts Securities LLC New York, NY7.8KShares$278,5240.0% of portfolio
-
Jpmorgan Chase & CO New York, NY1.95KShares$69,4880.0% of portfolio
-
Ubs Group Ag141Shares$5,0320.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio