One Ascent Wealth Management LLC Spdr S&P Aerospace & Defense E Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 2,929 shares of XAR stock, worth $410,411. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,929
Previous 2,748
6.59%
Holding current value
$410,411
Previous $372,000
10.75%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding XAR
# of Institutions
351Shares Held
6.96MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$145 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC788KShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY709KShares$99.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc310KShares$43.5 Million0.02% of portfolio
-
Cumberland Advisors Inc165KShares$23.2 Million8.64% of portfolio