One Ascent Wealth Management LLC Ishares Tr Core Growth Allocat Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AOR
# of Institutions
375Shares Held
15.7MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$94.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.07MShares$62.9 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY687KShares$40.3 Million0.0% of portfolio
-
Richard Bernstein Advisors LLC655KShares$38.4 Million0.86% of portfolio
-
Mesirow Financial Investment Management, Inc.601KShares$35.3 Million0.72% of portfolio