One Ascent Wealth Management LLC Pgim ETF Tr Fltg Rate Income E Call Options Transaction History
One Ascent Wealth Management LLC
- $263 Million
- Q3 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
21Shares Held
1.08MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ484KShares$24.6 Million0.04% of portfolio
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Founders Financial Securities LLC143KShares$7.24 Million0.68% of portfolio
-
Wealth Enhancement Advisory Services, LLC141KShares$7.14 Million0.02% of portfolio
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Moody National Bank Trust Division106KShares$5.4 Million0.58% of portfolio
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Ae Wealth Management LLC40.8KShares$2.07 Million0.02% of portfolio