Paulson Wealth Management Inc. Spdr Russell 1000 Low Volatili Transaction History

Paulson Wealth Management Inc.

$373 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 21, 2020	SELL	$78.65 - $87.09 $244,601 - $270,849	-3,110 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$80.91 - $82.36 $251,630 - $256,139	3,110 New	3,110 $254,000

Others Institutions Holding ONEV

# of Institutions

88

Shares Held

3.89M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

2.24M
Shares

$294 Million
17.37% of portfolio
Ameritas Investment Partners, Inc. Lincoln, NE

323K
Shares

$42.4 Million
1.37% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$35.2 Million
0.01% of portfolio
Congress Wealth Management LLC Boston, MA

129K
Shares

$16.9 Million
0.17% of portfolio
Avantax Advisory Services, Inc.

93.4K
Shares

$12.2 Million
0.07% of portfolio

About SPDR RUSSELL 1000 LOW VOLATILI

Ticker ONEV
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