One Ascent Wealth Management LLC Vanguard Mega Cap ETF Transaction History
One Ascent Wealth Management LLC
- $231 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding MGC
# of Institutions
492Shares Held
15.8MCall Options Held
13.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.58MShares$338 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA595KShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY559KShares$119 Million0.01% of portfolio
-
Envestnet Asset Management Inc522KShares$112 Million0.04% of portfolio
-
New York Life Investment Management LLC New York, NY500KShares$107 Million1.09% of portfolio