One Ascent Wealth Management LLC Pgim ETF Tr Fltg Rate Income E Call Options Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding PFRL
# of Institutions
24Shares Held
1.23MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ584KShares$28.6 Million0.04% of portfolio
-
Founders Financial Securities LLC188KShares$9.24 Million0.88% of portfolio
-
Moody National Bank Trust Division123KShares$6.05 Million0.66% of portfolio
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Wealth Enhancement Advisory Services, LLC122KShares$6.01 Million0.01% of portfolio
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Rovin Capital62.9KShares$3.08 Million1.01% of portfolio