One Ascent Financial Services LLC Ishares Tr Exponential Technol Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
277Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$1.89 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$48.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$38.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$37.7 Million0.02% of portfolio
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Morgan Stanley New York, NY554KShares$30.1 Million0.0% of portfolio