One Ascent Wealth Management LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
One Ascent Wealth Management LLC
- $192 Million
- Q2 2024
A detailed history of One Ascent Wealth Management LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 5,361 shares of BIL stock, worth $492,032. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,361
Previous 5,221
2.68%
Holding current value
$492,032
Previous $479,000
2.71%
% of portfolio
0.26%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding BIL
# of Institutions
1,092Shares Held
221MCall Options Held
26.3KPut Options Held
44.9K-
Morgan Stanley New York, NY17.1MShares$1.57 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX15.7MShares$1.45 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.97MShares$915 Million0.47% of portfolio
-
Envestnet Asset Management Inc7.55MShares$693 Million0.25% of portfolio