Ivc Wealth Advisors LLC Spdr Ser Tr Russell 1000 Core Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 2,900 shares of ONEY stock, worth $323,785. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,900
Previous 2,765
4.88%
Holding current value
$323,785
Previous $310,000
1.61%
% of portfolio
0.18%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding ONEY
# of Institutions
110Shares Held
6.24MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK2.42MShares$270 Million3.94% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX841KShares$93.9 Million0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN629KShares$70.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$66.5 Million0.03% of portfolio
-
Creative Planning Overland Park, KS257KShares$28.7 Million0.03% of portfolio