One Ascent Wealth Management LLC Northern Lts Fd Tr Iv Inspire Call Options Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BLES
# of Institutions
57Shares Held
1.87MCall Options Held
0Put Options Held
0-
Creative Financial Designs Inc327KShares$12.8 Million1.12% of portfolio
-
Legacy Wealth Asset Management, LLC156KShares$6.08 Million1.82% of portfolio
-
Cwm, LLC148KShares$5.79 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC136KShares$5.32 Million0.0% of portfolio
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Inspire Advisors, LLC Meridian, ID115KShares$4.5 Million0.62% of portfolio