One Ascent Wealth Management LLC Vanguard Utilities ETF Call Options Transaction History
One Ascent Wealth Management LLC
- $271 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding VPU
# of Institutions
691Shares Held
13.9MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$226 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$188 Million0.01% of portfolio
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Beacon Capital Management, Inc.737KShares$142 Million6.96% of portfolio
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Lpl Financial LLC Fort Mill, SC735KShares$142 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO646KShares$125 Million0.08% of portfolio