Ascent Wealth Partners, LLC Ishares Tr Transaction History
Ascent Wealth Partners, LLC
- $735 Million
- Q1 2025
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 $518,419. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,085
Previous 16,085
-0.0%
Holding current value
$518,419
Previous $461,000
7.59%
% of portfolio
0.07%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding INTF
# of Institutions
160Shares Held
46.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$274 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.18MShares$103 Million5.63% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$81.3 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$78.6 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$59 Million5.43% of portfolio