One Ascent Financial Services LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, One Ascent Financial Services LLC holds 225,306 shares of IBTG stock, worth $5.16 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
225,306Holding current value
$5.16 Million% of portfolio
0.44%Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
258Shares Held
57MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$91.8 Million1.58% of portfolio
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Morgan Stanley New York, NY3.6MShares$82.3 Million0.01% of portfolio
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Essential Planning, Llc. Portsmouth, NH3.43MShares$78.4 Million0.52% of portfolio
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Bank Of America Corp Charlotte, NC2.7MShares$61.9 Million0.01% of portfolio
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Capital Investment Advisors, LLC2.33MShares$53.3 Million1.1% of portfolio