Laurel Wealth Planning LLC Spdr Russell 1000 Low Volatili Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$94.73 - $111.73 $15,346 - $18,100	-162 Reduced 73.64%	58 $6,000
Q1 2022 Apr 28, 2022	BUY	$103.23 - $114.14 $22,710 - $25,110	220 New	220 $24,000

Others Institutions Holding ONEV

# of Institutions

77

Shares Held

4.35M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

3.01M
Shares

$400 Million
5.76% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

295K
Shares

$39.2 Million
1.29% of portfolio
Lpl Financial LLC Fort Mill, SC

285K
Shares

$37.8 Million
0.02% of portfolio
Avantax Advisory Services, Inc.

103K
Shares

$13.7 Million
0.09% of portfolio
Integrated Capital Management, LLC Bloomfield, MI

50K
Shares

$6.63 Million
3.44% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
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