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 $213,071. This represents 0.38% of its overall portfolio holdings.
Number of Shares
1,600Holding current value
$213,071% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,445Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.26 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.1 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$876 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA3.88MShares$516 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$508 Million0.34% of portfolio