One Ascent Financial Services LLC Ishares Msci Usa Size Factor E Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
A detailed history of One Ascent Financial Services LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, One Ascent Financial Services LLC holds 1,397 shares of SIZE stock, worth $217,582. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,397Holding current value
$217,582% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.75MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY429KShares$66.9 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC424KShares$66 Million0.01% of portfolio
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Envestnet Asset Management Inc184KShares$28.6 Million0.01% of portfolio
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James Reed Financial Services, Inc. Cleveland, OH163KShares$25.4 Million25.31% of portfolio
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Trinity Wealth Management, LLC112KShares$17.4 Million7.52% of portfolio