One Ascent Wealth Management LLC John Hancock Multifactor Large Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
A detailed history of One Ascent Wealth Management LLC transactions in John Hancock Multifactor Large stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 5,280 shares of JHML stock, worth $358,353. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,280
Previous 5,280
-0.0%
Holding current value
$358,353
Previous $367,000
0.27%
% of portfolio
0.15%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding JHML
# of Institutions
107Shares Held
10.6MCall Options Held
0Put Options Held
0-
Grimes & Company, Inc.1.69MShares$114 Million3.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.51MShares$102 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$75.2 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA844KShares$57.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc650KShares$44.1 Million0.02% of portfolio