One Ascent Wealth Management LLC Northern Lts Fd Tr Iv Inspire Call Options Transaction History
One Ascent Wealth Management LLC
- $177 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding GLRY
# of Institutions
35Shares Held
1.92MCall Options Held
0Put Options Held
0-
Ambassador Advisors, LLC Lancaster, PA781KShares$28.5 Million4.28% of portfolio
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Creative Financial Designs Inc309KShares$11.3 Million0.79% of portfolio
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One Ascent Financial Services LLC Birmingham, AL214KShares$7.81 Million1.37% of portfolio
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Inspire Advisors, LLC Meridian, ID195KShares$7.11 Million0.79% of portfolio
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Pfg Advisors61.3KShares$2.24 Million0.07% of portfolio