One Ascent Family Office, LLC Ishares Msci Usa Size Factor E Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, One Ascent Family Office, LLC holds 1,397 shares of SIZE stock, worth $221,955. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,397
Previous 1,397
-0.0%
Holding current value
$221,955
Previous $216,000
3.7%
% of portfolio
0.23%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.93MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC502KShares$79.8 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68.2 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH169KShares$26.8 Million25.61% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.8 Million6.52% of portfolio
-
Lido Advisors, LLC Los Angeles, CA110KShares$17.5 Million0.06% of portfolio