One Ascent Wealth Management LLC Invesco S&P 500 Equal Weight E Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,324 shares of RSP stock, worth $227,463. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,324Holding current value
$227,463% of portfolio
0.1%Shares
2 transactions
Others Institutions Holding RSP
# of Institutions
2,075Shares Held
283MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$4.94 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$3.98 Billion3.44% of portfolio
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Bank Of America Corp Charlotte, NC21.7MShares$3.72 Billion0.32% of portfolio
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Invesco Ltd. Atlanta, GA9.99MShares$1.72 Billion0.34% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.46 Billion2.36% of portfolio