One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

One Ascent Wealth Management LLC

$192 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PXE

# of Institutions

57

Shares Held

1.39M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

240K
Shares

$6.81 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$4.07 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

142K
Shares

$4.02 Million
2.49% of portfolio
Morris Retirement Advisors, LLC Parsippany, NJ

98.4K
Shares

$2.79 Million
1.62% of portfolio
Morgan Stanley New York, NY

79.6K
Shares

$2.26 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.