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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Overlay Shares Small Cap 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 Small Cap Equity Etf etf by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 43k 36.18
2024-06-30 $1.2M 37k 32.98
2024-03-31 $770k 23k 34.29
2023-12-31 $567k 17k 32.73
2023-09-30 $476k 17k 28.65
2023-06-30 $565k 18k 30.85
2023-03-31 $509k 17k 29.80
2022-09-30 $403k 15k 26.70

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 Small Cap Equity Etf etf

Lakeview Capital Partners
Johnson & White Wealth Management
Old Mission Capital
Jpmorgan Chase & Co

View all funds holding Overlay Shares Small Cap Equity Etf etf