One Ascent Wealth Management LLC Abrdn Etfs Abrdn Bloomberg All Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding BCD
# of Institutions
60Shares Held
2.24MCall Options Held
0Put Options Held
0-
Great Lakes Advisors, LLC Chicago, IL801KShares$26 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC176KShares$5.72 Million0.0% of portfolio
-
Envestnet Asset Management Inc117KShares$3.79 Million0.0% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE101KShares$3.29 Million0.11% of portfolio
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Core Cap Advisors, LLC Southfield, MI101KShares$3.27 Million0.16% of portfolio