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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
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)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Intl Sel Div Etf (IDV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

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
Jpmorgan Chase & Co

View all funds holding Overlay Shares Small Cap Equity Etf etf