Johnson & White Wealth Management, LLC Listed Fds Tr Overlay Shs Smal Call Options Transaction History
Johnson & White Wealth Management, LLC
- $199 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OVS
# of Institutions
7Shares Held
403KCall Options Held
0Put Options Held
0-
Armis Advisers, LLC Atlanta, GA282KShares$9.32 Million0.75% of portfolio
-
Bison Wealth, LLC74.8KShares$2.48 Million0.68% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16KShares$38,3390.0% of portfolio
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Ae Wealth Management LLC466Shares$15,4150.0% of portfolio
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Ubs Group Ag263Shares$8,7000.0% of portfolio