One Ascent Wealth Management LLC First Tr Morningstar Dividend Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
380Shares Held
62.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$335 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$278 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$232 Million0.36% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$99.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$96.6 Million0.02% of portfolio