Perfromance Wealth Partners, LLC Spdr Russell 1000 Low Volatili Transaction History

Perfromance Wealth Partners, LLC

$2.89 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$91.93 - $109.55 $241,040 - $287,240	2,622 New	2,622 $241,000

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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