One Ascent Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|
Others Institutions Holding SPGP
# of Institutions
336Shares Held
31.9MCall Options Held
7.7KPut Options Held
100-
Morgan Stanley New York, NY4.55MShares$478 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.64MShares$382 Million0.19% of portfolio
-
Envestnet Asset Management Inc2.23MShares$234 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$153 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.4MShares$147 Million0.2% of portfolio