Copia Wealth Management Spdr Ser Tr Russell 1000 Core Transaction History

Copia Wealth Management

$105 Billion
Q4 2024

A detailed history of Copia Wealth Management transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Copia Wealth Management holds 114 shares of ONEY stock, worth $12,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares

114

Holding current value

$12,612

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 06, 2025	BUY	$108.28 - $117.54 $12,343 - $13,399	114 New	114 $12.4 Million

Others Institutions Holding ONEY

# of Institutions

122

Shares Held

6.71M

Call Options Held

Put Options Held

Alaska Permanent Fund Corp Juneau, AK

2.42M
Shares

$268 Million
3.94% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

841K
Shares

$93 Million
0.2% of portfolio
Ameriprise Financial Inc Minneapolis, MN

771K
Shares

$85.3 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

619K
Shares

$68.5 Million
0.03% of portfolio
Creative Planning Overland Park, KS

257K
Shares

$28.4 Million
0.03% of portfolio

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
Sector ETFs
Industry ETFs

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Copia Wealth Management Spdr Ser Tr Russell 1000 Core Transaction History