Ascent Wealth Partners, LLC Ishares Tr Transaction History
Ascent Wealth Partners, LLC
- $736 Million
- Q4 2024
A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 16,085 shares of INTF stock, worth $484,962. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,085
Previous 16,085
-0.0%
Holding current value
$484,962
Previous $505,000
8.71%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding INTF
# of Institutions
154Shares Held
42.3MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.88MShares$238 Million14.75% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$94.7 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$75.3 Million14.96% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.5 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.79MShares$54 Million5.78% of portfolio