One Ascent Financial Services LLC First Trust Us Equity Opportun Transaction History
One Ascent Financial Services LLC
- $582 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding FPX
# of Institutions
213Shares Held
3.45MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY580KShares$94.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC486KShares$79.5 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA314KShares$51.3 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL146KShares$23.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC113KShares$18.5 Million0.0% of portfolio