One Ascent Wealth Management LLC Barclays Bank PLC Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 16,081 shares of DJP stock, worth $519,416. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,081
Previous 16,986
5.33%
Holding current value
$519,416
Previous $516,000
3.1%
% of portfolio
0.19%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding DJP
# of Institutions
143Shares Held
8.3MCall Options Held
300Put Options Held
0-
Blb&B Advisors, LLC1.56MShares$50.2 Million2.74% of portfolio
-
Osborne Partners Capital Management, LLC751KShares$24.3 Million1.44% of portfolio
-
Dimension Capital Management LLC Coral Gables, FL459KShares$14.8 Million2.85% of portfolio
-
Heartland Bank & Trust CO437KShares$14.1 Million8.1% of portfolio
-
Goldman Sachs Group Inc New York, NY433KShares$14 Million0.0% of portfolio