Number of Shares
203,861.00
Current Holdings Value*
$7.84 Mil
% of Portfolio
4.4%
Total Estimate Gain
$-96,833.98
% of Total Estimate Gain
-1.23%

Johnson & White Wealth Management, LLC's Hartford Municipal Opportunities ETF Holding Summary

As of 2025-03-31, Johnson & White Wealth Management, LLC held 203,861.00 shares of Hartford Municipal Opportunities ETF(HMOP), totaling $7.84 Mil. This investment constitutes 4.4% of their stock portfolio, and Johnson & White Wealth Management, LLC now holds 1.53% of the outstanding Hartford Municipal Opportunities ETF(HMOP) stock.

The initial trade took place in 2025Q1. And since then Johnson & White Wealth Management, LLC has made 1 purchases of HMOP, at an average price of $38.72, for a total of 203,861.00 shares. Based on historical transaction data and HMOP's current price of $38.24, Johnson & White Wealth Management, LLC's estimated gain on his HMOP holdings is $-96,833.98, reflecting a -1.23% gain to date.

Johnson & White Wealth Management, LLC HMOP ($38.24) Holding Chart

Johnson & White Wealth Management, LLC HMOP ($38.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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