Ascent Wealth Partners, LLC New Holdings in Q3 2024

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
29.6K
New
$107.93 - $120.23 $3.2M - $3.56M
29.6K $3.48M
UBER
Uber Technologies, Inc

Technology
27.8K
New
$58.48 - $77.47 $1.62M - $2.15M
27.8K $2.09M
D
Dominion Energy, Inc

Utilities
21.2K
New
$48.01 - $58.53 $1.02M - $1.24M
21.2K $1.22M
VTR
Ventas, Inc.

Real Estate
17.9K
New
$50.88 - $65.33 $910K - $1.17M
17.9K $1.15M
CME
Cme Group Inc.

Financial Services
3.71K
New
$193.43 - $220.62 $718K - $819K
3.71K $819K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.36K
New
$49.83 - $62.75 $317K - $399K
6.36K $366K
TFC
Truist Financial Corp

Financial Services
7.44K
New
$38.22 - $44.94 $284K - $334K
7.44K $317K
NBTB
Nbt Bancorp Inc

Financial Services
4.93K
New
$37.75 - $49.84 $186K - $246K
4.93K $218K
MTB
M&T Bank Corp

Financial Services
1.2K
New
$146.49 - $179.85 $175K - $215K
1.2K $213K
KO
Coca Cola CO

Consumer Defensive
2.92K
New
$62.69 - $73.01 $183K - $213K
2.92K $209K
Arm Holdings PLC
19.7K
New
N/A
19.7K $0
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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