One Ascent Financial Services LLC Vaneck ETF Tr Investment Grade Transaction History

One Ascent Financial Services LLC

$139 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$25.36 - $25.52 $1.21 Million - $1.22 Million	47,873 New	47,873 $1.22 Million

Others Institutions Holding FLTR

# of Institutions

203

Shares Held

43M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

6.22M
Shares

$158 Million
0.14% of portfolio
Pinnacle Wealth Planning Services, Inc.

3.65M
Shares

$92.8 Million
13.44% of portfolio
Wells Fargo & Company San Francisco, CA

2.85M
Shares

$72.5 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.18M
Shares

$55.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$54.5 Million
0.03% of portfolio

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