One Ascent Wealth Management LLC Vanguard Value ETF Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 2,016 shares of VTV stock, worth $363,041. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,016Holding current value
$363,041% of portfolio
0.13%Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21.3 Billion1.74% of portfolio
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Jones Financial Companies Lllp52.2MShares$9.4 Billion9.35% of portfolio
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Morgan Stanley New York, NY29.1MShares$5.23 Billion0.37% of portfolio
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International Assets Investment Management, LLC Orlando, FL20.3MShares$3.66 Billion0.24% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.56 Billion1.14% of portfolio