One Ascent Wealth Management LLC Northern Lts Fd Tr Iv Transaction History
One Ascent Wealth Management LLC
- $271 Million
- Q2 2025
A detailed history of One Ascent Wealth Management LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 8,589 shares of BIBL stock, worth $386,762. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,589Holding current value
$386,762% of portfolio
0.13%Shares
4 transactions
Others Institutions Holding BIBL
# of Institutions
119Shares Held
5.15MCall Options Held
0Put Options Held
0-
Inspire Advisors, LLC Meridian, ID1.03MShares$46.2 Million4.98% of portfolio
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Bare Financial Services, Inc Gap, PA408KShares$18.4 Million5.69% of portfolio
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Lpl Financial LLC Fort Mill, SC371KShares$16.7 Million0.01% of portfolio
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Creative Financial Designs Inc226KShares$10.2 Million0.72% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO195KShares$8.77 Million0.08% of portfolio