In a recent 13F-HR filing, Johnson & White Wealth Management, LLC disclosed its holdings as of the reporting period. This filing is significant as it provides investors and the public with insight into the investment decisions made by the company. By detailing the securities held, the filing offers transparency and allows stakeholders to track the firm’s investment strategy and any changes in its portfolio over time.
Johnson & White Wealth Management, LLC is a financial firm that offers wealth management services to its clients. The company focuses on helping individuals and organizations achieve their financial goals through personalized investment strategies. For more information about Johnson & White Wealth Management, LLC, you can visit their website here.
The 13F-HR filing submitted by Johnson & White Wealth Management, LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for firms that manage investment portfolios of $100 million or more. This form provides a snapshot of the company’s holdings at the end of the quarter, including information on the securities held and any changes in the portfolio during that period. Investors can use this information to track the firm’s investment decisions and gain insights into its overall investment strategy.
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Johnson & White Wealth Management, LLC (0001954136) Files 13F-HR Form with SEC
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