Holos Integrated Wealth LLC Spdr Ser Tr Russell 1000 Core Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 45,987 shares of ONEY stock, worth $5.15 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
45,987
Previous 58,149
20.92%
Holding current value
$5.15 Million
Previous $6.37 Billion
17.01%
% of portfolio
2.95%
Previous 3.75%
Shares
5 transactions
Others Institutions Holding ONEY
# of Institutions
113Shares Held
6.69MCall 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