One Ascent Wealth Management LLC Ishares Tr Global 100 ETF Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 6,749 shares of IOO stock, worth $615,441. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,749
Previous 7,693
12.27%
Holding current value
$615,441
Previous $763,000
10.88%
% of portfolio
0.28%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding IOO
# of Institutions
345Shares Held
47.9MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.36 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.29MShares$300 Million0.28% of portfolio
-
Amplius Wealth Advisors, LLC1.15MShares$105 Million12.6% of portfolio
-
Annex Advisory Services, LLC1.09MShares$99 Million3.63% of portfolio
-
Morgan Stanley New York, NY948KShares$86.5 Million0.01% of portfolio