Soa Wealth Advisors, Llc. Spdr Russell 1000 Low Volatili Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Russell 1000 Low Volatili stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 7,833 shares of ONEV stock, worth $1.01 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,833

Previous 6,938 12.9%

Holding current value

$1.01 Million

Previous $900,000 9.11%

% of portfolio

0.18%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$125.4 - $135.42 $112,233 - $121,200	895 Added 12.9%	7,833 $982,000
Q3 2024 Oct 08, 2024	SELL	$116.88 - $129.79 $5,142 - $5,710	-44 Reduced 0.63%	6,938 $900,000
Q2 2024 Jul 17, 2024	SELL	$116.59 - $123.4 $138,275 - $146,352	-1,186 Reduced 14.52%	6,982 $825,000
Q1 2024 Apr 10, 2024	BUY	$112.48 - $124.18 $54,102 - $59,730	481 Added 6.26%	8,168 $1.01 Million
Q4 2023 Jan 10, 2024	BUY	$99.61 - $114.89 $285,083 - $328,815	2,862 Added 59.32%	7,687 $879,000
Q3 2023 Oct 10, 2023	BUY	$104.28 - $112.31 $18,457 - $19,878	177 Added 3.81%	4,825 $506,000
Q2 2023 Jul 07, 2023	BUY	$101.07 - $108.55 $195,267 - $209,718	1,932 Added 71.13%	4,648 $504,000
Q1 2023 Apr 28, 2023	BUY	$100.52 - $111.4 $121,629 - $134,794	1,210 Added 80.35%	2,716 $286,000
Q4 2022 Jan 10, 2023	BUY	$92.88 - $108.07 $139,877 - $162,753	1,506 New	1,506 $0

Others Institutions Holding ONEV

# of Institutions

Shares Held

3.65M

Call Options Held

Put Options Held

View Full List

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
Sector ETFs
Industry ETFs

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Soa Wealth Advisors, Llc. Spdr Russell 1000 Low Volatili Transaction History