Ascent Wealth Partners, LLC Ishares Tr Transaction History
Ascent Wealth Partners, LLC
- $712 Million
- Q3 2024
A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 16,085 shares of INTF stock, worth $465,178. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,085
Previous 16,085
-0.0%
Holding current value
$465,178
Previous $470,000
7.45%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding INTF
# of Institutions
148Shares Held
39.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$228 Million14.75% of portfolio
-
Halbert Hargrove Global Advisors, LLC2.86MShares$82.7 Million4.97% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$72.2 Million14.96% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$70.5 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.79MShares$51.8 Million5.78% of portfolio