One Ascent Family Office, LLC Ishares Tr Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
A detailed history of One Ascent Family Office, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 1,600 shares of DVY stock, worth $214,032. This represents 0.38% of its overall portfolio holdings.
Number of Shares
1,600Holding current value
$214,032% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,421Shares Held
94MCall Options Held
2.69MPut Options Held
383K-
Wealthfront Advisers LLC24.5MShares$3.28 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.33MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$831 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$510 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$494 Million0.11% of portfolio