One Ascent Wealth Management LLC Spdr Portfolio Short Term Trea Transaction History

One Ascent Wealth Management LLC

$263 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$28.64 - $29.36 $2.02 Million - $2.08 Million	70,681 New	70,681 $2.07 Million

Others Institutions Holding SPTS

# of Institutions

402

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$651 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$631 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$394 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$350 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$269 Million
10.18% of portfolio

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