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Overlay Shares Foreign Equity Etf etf shares owned by Johnson & White Wealth Management

Quarter-by-quarter ownership of Overlay Shares Foreign Equity Etf etf (OVF) shares owned by Johnson & White Wealth Management from 13F filings

Historical chart of Johnson & White Wealth Management investment in Overlay Shares Foreign Equity Etf etf

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All positions including Overlay Shares Foreign Equity Etf etf held by Johnson & White Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Overlay Shares Foreign Equity Etf etf by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 118k 26.38
2024-06-30 $2.5M 100k 24.89
2024-03-31 $1.6M 63k 24.83
2023-12-31 $1.1M 48k 23.16
2023-09-30 $995k 47k 21.26
2023-06-30 $1.2M 50k 23.01
2023-03-31 $1.1M 48k 22.50
2022-09-30 $805k 43k 18.89

More positions owned by Johnson & White Wealth Management

Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Listed Fd Tr Shares Foreign (OVF)
Broadcom (AVGO)

View all positions for Johnson & White Wealth Management

Top funds holding Overlay Shares Foreign Equity Etf etf

Lakeview Capital Partners
Johnson & White Wealth Management
Orion Portfolio Solutions
Jpmorgan Chase & Co

View all funds holding Overlay Shares Foreign Equity Etf etf