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

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 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 12,439 shares of ONEY stock, worth $1.3 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,439
Previous 7,268 71.15%
Holding current value
$1.3 Million
Previous $791 Million 71.74%
% of portfolio
0.38%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
124
Shares Held
5.89M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR RUSSELL 1000 CORE

ONEY Quotes by TradingView
  • Ticker ONEY
  • Sector ETFs
  • Industry ETFs
More about ONEY
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