One Ascent Financial Services LLC Ishares Msci Usa Size Factor E Transaction History

One Ascent Financial Services LLC

$1.53 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$146.95 - $158.89 $205,289 - $221,969	1,397 New	1,397 $207,000

Others Institutions Holding SIZE

# of Institutions

72

Shares Held

1.73M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$59.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

424K
Shares

$59.1 Million
0.01% of portfolio
Envestnet Asset Management Inc

180K
Shares

$25.2 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

159K
Shares

$22.2 Million
25.74% of portfolio
Trinity Wealth Management, LLC

112K
Shares

$15.7 Million
7.44% of portfolio

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