Ascent Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Ascent Wealth Partners, LLC

  • $683 Million
  • Q2 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 1,807 shares of ITOT stock, worth $230,320. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,807
Holding current value
$230,320
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$108.78 - $119.23 $196,565 - $215,448
1,807 New
1,807 $214,000

Others Institutions Holding ITOT

# of Institutions
1,359
Shares Held
303M
Call Options Held
97.2K
Put Options Held
16.1K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track Ascent Wealth Partners, LLC Portfolio

Follow Ascent Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email