One Ascent Financial Services LLC American Centy ETF Tr Diversif Transaction History
One Ascent Financial Services LLC
- $139 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding TAXF
# of Institutions
81Shares Held
7.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.01MShares$101 Million0.03% of portfolio
-
Cwm, LLC960KShares$48.2 Million0.21% of portfolio
-
Cx Institutional619KShares$31.1 Million1.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$25.3 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$21.1 Million3.06% of portfolio