One Ascent Family Office, LLC Financial Sector Spdr Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 2025
A detailed history of One Ascent Family Office, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 13,568 shares of XLF stock, worth $661,575. This represents 0.63% of its overall portfolio holdings.
Number of Shares
13,568Holding current value
$661,575% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,091Shares Held
766MCall Options Held
260MPut Options Held
336M-
Jpmorgan Chase & CO New York, NY109MShares$5.31 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.47 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.76 Billion0.2% of portfolio
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Envestnet Asset Management Inc23.2MShares$1.13 Billion0.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.1MShares$1.03 Billion0.43% of portfolio