One Ascent Wealth Management LLC Ft Cboe Vest S&P 500 Dividend Transaction History
One Ascent Wealth Management LLC
- $271 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
333Shares Held
49.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.76MShares$286 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.02MShares$249 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA4.45MShares$220 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.58MShares$128 Million0.05% of portfolio
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Ubs Group Ag2.1MShares$104 Million0.02% of portfolio