Mbe Wealth Management, LLC Spdr Russell 1000 Low Volatili Transaction History

Mbe Wealth Management, LLC

$157 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	N/A	-1,257 Closed	0 $0
Q1 2020 May 07, 2020	BUY	N/A	1,257 New	1,257 $78,000

Others Institutions Holding ONEV

# of Institutions

70

Shares Held

4.32M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

3.01M
Shares

$356 Million
5.53% of portfolio
Lpl Financial LLC Fort Mill, SC

299K
Shares

$35.3 Million
0.02% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

286K
Shares

$33.8 Million
1.24% of portfolio
Scarborough Advisors, LLC Annapolis, MD

113K
Shares

$13.4 Million
6.8% of portfolio
Avantax Advisory Services, Inc.

85.8K
Shares

$10.1 Million
0.1% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
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