Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Precedent Wealth Partners, LLC

$454 Billion
Q3 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 12,630 shares of ONEY stock, worth $1.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,630

Previous 10,395 21.5%

Holding current value

$1.4 Million

Previous $1.13 Billion 26.99%

% of portfolio

0.31%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$108.77 - $115.6 $243,100 - $258,366	2,235 Added 21.5%	12,630 $1.43 Billion
Q2 2025 Jul 21, 2025	SELL	$95.52 - $109.98 $195,242 - $224,799	-2,044 Reduced 16.43%	10,395 $1.13 Billion
Q1 2025 Apr 17, 2025	BUY	$106.44 - $113.12 $550,401 - $584,943	5,171 Added 71.15%	12,439 $1.36 Billion
Q4 2024 Jan 21, 2025	BUY	$108.28 - $117.54 $16,025 - $17,395	148 Added 2.08%	7,268 $791 Million
Q3 2024 Oct 17, 2024	BUY	$102.5 - $112.27 $492,410 - $539,345	4,804 Added 207.43%	7,120 $799 Million
Q2 2024 Jul 23, 2024	BUY	$102.32 - $108.08 $236,973 - $250,313	2,316 New	2,316 $240 Million

Others Institutions Holding ONEY

# of Institutions

116

Shares Held

6.81M

Call Options Held

Put Options Held

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About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Transaction History