Bogart Wealth, LLC Spdr Russell 1000 Low Volatili Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 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

91

Shares Held

3.88M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

2.24M
Shares

$300 Million
17.37% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

323K
Shares

$43.3 Million
1.37% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$36 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

129K
Shares

$17.2 Million
0.17% of portfolio
Avantax Advisory Services, Inc.

93.4K
Shares

$12.5 Million
0.07% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
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