One Ascent Wealth Management LLC Abrdn Etfs Abrdn Bloomberg All Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding BCD
# of Institutions
68Shares Held
2.82MCall Options Held
0Put Options Held
0-
Great Lakes Advisors, LLC Chicago, IL739KShares$23.9 Million0.21% of portfolio
-
Columbus Macro, LLC254KShares$8.24 Million1.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$4.48 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA131KShares$4.25 Million2.82% of portfolio
-
Envestnet Asset Management Inc131KShares$4.24 Million0.0% of portfolio