Kingsview Wealth Management, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Kingsview Wealth Management, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 14,939 shares of ONEY stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,939
Previous 11,521 29.67%
Holding current value
$1.54 Million
Previous $1.16 Million 39.91%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$97.18 - $108.66 $332,161 - $371,399
3,418 Added 29.67%
14,939 $1.62 Million
Q4 2023

Feb 08, 2024
BUY
$86.22 - $101.67 $290,216 - $342,221
3,366 Added 41.28%
11,521 $1.16 Million
Q3 2023

Nov 07, 2023
BUY
$90.79 - $100.57 $131,009 - $145,122
1,443 Added 21.5%
8,155 $745,000
Q2 2023

Aug 10, 2023
SELL
$88.5 - $95.33 $998,811 - $1.08 Million
-11,286 Reduced 62.71%
6,712 $639,000
Q1 2023

May 15, 2023
BUY
$89.15 - $102.43 $1.36 Million - $1.56 Million
15,254 Added 555.9%
17,998 $1.7 Million
Q4 2022

Feb 13, 2023
SELL
$91.17 - $99.03 $3,737 - $4,060
-41 Reduced 1.47%
2,744 $257,000
Q3 2022

Nov 14, 2022
BUY
N/A
67 Added 2.47%
2,785 $232,000
Q2 2022

Aug 16, 2022
SELL
N/A
-732 Reduced 21.22%
2,718 $242,000
Q1 2022

Feb 08, 2024
SELL
N/A
-8,848 Reduced 76.8%
2,673 $0
Q4 2021

Feb 17, 2022
SELL
N/A
-288 Reduced 7.7%
3,450 $346,000
Q3 2021

Dec 03, 2021
BUY
N/A
853 Added 29.57%
3,738 $348,000
Q2 2021

Aug 17, 2021
BUY
N/A
2,885 New
2,885 $275,000
Q3 2020

Nov 19, 2020
SELL
N/A
-3,500 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
N/A
3,500 New
3,500 $206,000

Others Institutions Holding ONEY

# of Institutions
98
Shares Held
5.96M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR RUSSELL 1000 CORE

ONEY Quotes by TradingView
  • Ticker ONEY
  • Sector ETFs
  • Industry ETFs
More about ONEY
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email