Holos Integrated Wealth LLC Spdr Ser Tr Russell 1000 Core Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 57,379 shares of ONEY stock, worth $6.34 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
57,379
Previous 49,286
16.42%
Holding current value
$6.34 Million
Previous $5.37 Billion
16.82%
% of portfolio
4.11%
Previous 3.67%
Shares
2 transactions
Others Institutions Holding ONEY
# of Institutions
122Shares Held
6.68MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.42MShares$268 Million3.69% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.17MShares$129 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC609KShares$67.3 Million0.03% of portfolio
-
Kestra Investment Management, LLC Austin, TX421KShares$46.6 Million0.92% of portfolio
-
Creative Planning Overland Park, KS251KShares$27.8 Million0.02% of portfolio