One Ascent Wealth Management LLC John Hancock Multifactor Large Transaction History
One Ascent Wealth Management LLC
- $271 Million
- Q2 2025
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 4,497 shares of JHML stock, worth $354,138. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,497
Previous 4,592
2.07%
Holding current value
$354,138
Previous $310,000
6.45%
% of portfolio
0.12%
Previous 0.13%
Shares
15 transactions
Others Institutions Holding JHML
# of Institutions
114Shares Held
10.5MCall Options Held
0Put Options Held
0-
Grimes & Company, Inc.1.64MShares$129 Million3.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.33MShares$105 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.05MShares$82.6 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA916KShares$72.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc614KShares$48.4 Million0.01% of portfolio