Avantax Planning Partners, Inc. Spdr Russell 1000 Low Volatili Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	SELL	N/A	-500 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	500 New	500 $38,000

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

$354 Million
5.53% of portfolio
Lpl Financial LLC Fort Mill, SC

299K
Shares

$35.1 Million
0.02% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

286K
Shares

$33.6 Million
1.24% of portfolio
Scarborough Advisors, LLC Annapolis, MD

113K
Shares

$13.3 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.