Bogart Wealth, LLC Spdr Ser Tr Russell 1000 Core Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,004 shares of ONEY stock, worth $112,448. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,004
Previous 1,104
9.06%
Holding current value
$112,448
Previous $119,000
5.04%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding ONEY
# of Institutions
113Shares Held
6.7MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.42MShares$271 Million16.58% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.24MShares$139 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC633KShares$71 Million0.02% of portfolio
-
Kestra Investment Management, LLC Austin, TX264KShares$29.5 Million0.8% of portfolio
-
Creative Planning Overland Park, KS250KShares$28 Million0.02% of portfolio