One Ascent Financial Services LLC Invesco S&P Smallcap Value Wit Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding XSVM
# of Institutions
142Shares Held
9.45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.68MShares$93.1 Million0.04% of portfolio
-
Cwm, LLC732KShares$40.5 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC700KShares$38.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY587KShares$32.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC472KShares$26.1 Million0.0% of portfolio