One Ascent Wealth Management LLC Financial Sector Spdr Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 2024
A detailed history of One Ascent Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 11,472 shares of XLF stock, worth $563,389. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,472Holding current value
$563,389% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
1,839Shares Held
696MCall Options Held
161MPut Options Held
320M-
Jpmorgan Chase & CO New York, NY135MShares$6.61 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC73.1MShares$3.59 Billion0.28% of portfolio
-
Morgan Stanley New York, NY37.5MShares$1.84 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17.6MShares$864 Million0.18% of portfolio
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Envestnet Asset Management Inc17.1MShares$838 Million0.26% of portfolio