One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
A detailed history of One Ascent Financial Services LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, One Ascent Financial Services LLC holds 218,778 shares of IBTF stock, worth $5.11 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
218,778Holding current value
$5.11 Million% of portfolio
0.43%Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
311Shares Held
86.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
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Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
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Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
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Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.8MShares$65.4 Million1.36% of portfolio