Ascent Wealth Partners, LLC Ishares Tr Call Options Transaction History
Ascent Wealth Partners, LLC
- $674 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding INTF
# of Institutions
133Shares Held
36.9MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY6.99MShares$207 Million13.5% of portfolio
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Halbert Hargrove Global Advisors, LLC2.73MShares$80.8 Million4.63% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.5MShares$74 Million14.57% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$72.2 Million3.22% of portfolio
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Integrated Wealth Concepts LLC2MShares$59.3 Million0.89% of portfolio