One Ascent Financial Services LLC Trust For Professional Mgrs Ma Transaction History
One Ascent Financial Services LLC
- $718 Million
- Q2 2024
A detailed history of One Ascent Financial Services LLC transactions in Trust For Professional Mgrs Ma stock. As of the latest transaction made, One Ascent Financial Services LLC holds 44,340 shares of MINN stock, worth $999,423. This represents 0.14% of its overall portfolio holdings.
Number of Shares
44,340
Previous 36,786
20.53%
Holding current value
$999,423
Previous $822,000
18.49%
% of portfolio
0.14%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding MINN
# of Institutions
16Shares Held
167KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC25KShares$563,7930.0% of portfolio
-
Moloney Securities Asset Management, LLC19.5KShares$439,5300.06% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO15.5KShares$348,8960.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.12.8KShares$289,0300.0% of portfolio
-
Valtinson Bruner Financial Planning LLC12.8KShares$288,7370.15% of portfolio