Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 7,268 shares of ONEY stock, worth $813,725. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,268
Previous 7,120
2.08%
Holding current value
$813,725
Previous $799 Million
0.92%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding ONEY
# of Institutions
121Shares Held
6.71MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.42MShares$271 Million3.94% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX841KShares$94.1 Million0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN771KShares$86.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC619KShares$69.3 Million0.03% of portfolio
-
Creative Planning Overland Park, KS257KShares$28.8 Million0.03% of portfolio