Holos Integrated Wealth LLC Spdr Ser Tr Russell 1000 Core Transaction History
Holos Integrated Wealth LLC
- $166 Billion
- Q2 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 57,730 shares of ONEY stock, worth $6.42 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
57,730
Previous 57,379
0.61%
Holding current value
$6.42 Million
Previous $6.27 Billion
1.81%
% of portfolio
3.84%
Previous 4.11%
Shares
3 transactions
Others Institutions Holding ONEY
# of Institutions
116Shares Held
6.81MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.42MShares$269 Million15.75% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.27MShares$141 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC616KShares$68.5 Million0.02% of portfolio
-
Kestra Investment Management, LLC Austin, TX421KShares$46.8 Million1.44% of portfolio
-
Creative Planning Overland Park, KS251KShares$28 Million0.02% of portfolio