Ascent Wealth Partners, LLC Ishares Tr Transaction History
Ascent Wealth Partners, LLC
- $674 Million
- Q1 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 $484,158. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,085
Previous 16,085
-0.0%
Holding current value
$484,158
Previous $450,000
6.44%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding INTF
# of Institutions
134Shares Held
34.4MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$210 Million13.5% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$75.1 Million14.57% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.4 Million3.22% of portfolio
-
Integrated Wealth Concepts LLC2MShares$60.3 Million0.89% of portfolio
-
Clearwater Capital Advisors, LLC1.78MShares$53.4 Million5.94% of portfolio