One Ascent Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
144Shares Held
12.3MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$72.1 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$54.6 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$44.7 Million0.02% of portfolio
-
Cwm, LLC854KShares$38.9 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY544KShares$24.8 Million0.05% of portfolio