Bogart Wealth, LLC Spdr Russell 1000 Low Volatili Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$125.4 - $135.42 $3,135 - $3,385	25 New	25 $3,000

Others Institutions Holding ONEV

# of Institutions

81

Shares Held

3.95M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

2.24M
Shares

$291 Million
3.96% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

312K
Shares

$40.6 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

266K
Shares

$34.7 Million
0.01% of portfolio
Vista Cima Wealth Management LLC Surprise, AZ

250K
Shares

$32.6 Million
0.19% of portfolio
Avantax Advisory Services, Inc.

108K
Shares

$14.1 Million
0.09% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
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