Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 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 7,120 shares of ONEY stock, worth $797,084. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,120
Previous 2,316
207.43%
Holding current value
$797,084
Previous $240 Million
232.38%
% of portfolio
0.26%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding ONEY
# of Institutions
109Shares Held
6.97MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK3.31MShares$371 Million5.48% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX790KShares$88.4 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$66.7 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN565KShares$63.2 Million0.02% of portfolio
-
Creative Planning Overland Park, KS257KShares$28.8 Million0.03% of portfolio