One Ascent Wealth Management LLC Ft Cboe Vest S&P 500 Dividend Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding KNG
# of Institutions
315Shares Held
45MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.9MShares$248 Million0.1% of portfolio
-
Morgan Stanley New York, NY4.89MShares$248 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA4.54MShares$230 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.93MShares$149 Million0.06% of portfolio
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Ubs Group Ag1.87MShares$94.6 Million0.02% of portfolio