Advisor Net Financial, Inc Spdr Russell 1000 Low Volatili Transaction History

Advisor Net Financial, Inc

$1 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 13, 2023	SELL	$99.08 - $108.07 $5,449 - $5,943	-55 Reduced 11.98%	404 $0
Q3 2022 Oct 04, 2022	SELL	N/A	-73 Reduced 13.72%	459 $42,000
Q1 2022 Apr 14, 2022	SELL	N/A	-2 Reduced 0.37%	532 $58,000
Q4 2021 Jan 19, 2022	SELL	N/A	-45 Reduced 7.77%	534 $61,000
Q3 2021 Oct 15, 2021	SELL	N/A	-81 Reduced 12.27%	579 $60,000

Q2 2021 Jul 06, 2021	SELL	N/A	-31 Reduced 4.49%	660 $69,000
Q1 2021 Apr 14, 2021	BUY	N/A	31 Added 4.7%	691 $69,000
Q4 2020 Feb 04, 2021	BUY	N/A	13 Added 2.01%	660 $59,000
Q4 2019 Feb 12, 2020	BUY	N/A	16 Added 2.54%	647 $56,000
Q3 2019 Oct 23, 2019	BUY	N/A	13 Added 2.1%	631 $51,000
Q2 2019 Jul 15, 2019	BUY	N/A	568 Added 1136.0%	618 $50,000
Q1 2019 May 14, 2019	BUY	N/A	50 New	50 $4,000

Others Institutions Holding ONEV

# of Institutions

70

Shares Held

4.32M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

3.01M
Shares

$356 Million
5.53% of portfolio
Lpl Financial LLC Fort Mill, SC

299K
Shares

$35.3 Million
0.02% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

286K
Shares

$33.8 Million
1.24% of portfolio
Scarborough Advisors, LLC Annapolis, MD

113K
Shares

$13.4 Million
6.8% of portfolio
Avantax Advisory Services, Inc.

85.8K
Shares

$10.1 Million
0.1% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
Sector ETFs
Industry ETFs

More about ONEV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.