Precedent Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
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 7,120 shares of ONEY stock, worth $772,733. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,120
Previous 2,316
207.43%
Holding current value
$772,733
Previous $240 Million
232.38%
% of portfolio
0.26%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding ONEY
# of Institutions
104Shares Held
6.16MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK3.31MShares$360 Million5.48% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN629KShares$68.2 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC596KShares$64.6 Million0.03% of portfolio
-
Creative Planning Overland Park, KS257KShares$27.9 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL179KShares$19.4 Million0.03% of portfolio