One Ascent Wealth Management LLC First Tr Exchange Trded Fd Vi Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding FID
# of Institutions
63Shares Held
3.91MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC757KShares$13.1 Million0.01% of portfolio
-
Wagner Wealth Management, LLC Greenville, SC628KShares$10.9 Million3.46% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL274KShares$4.75 Million0.0% of portfolio
-
Envestnet Asset Management Inc232KShares$4.03 Million0.0% of portfolio
-
Entruity Wealth, LLC Bakersfield, CA220KShares$3.81 Million3.55% of portfolio