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Ascent Wealth Partners, LLC
Portfolio value
Ascent Wealth Partners, LLC portfolio value
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$542,929,279
is the total value of the holdings Ascent Wealth Partners, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$542,929,279
Q3 2023
$567,662,188
Q2 2023
$497,618,320
Q1 2023
$465,064,690
Q4 2022
$419,721,000
Q3 2022
$444,616,000
Q2 2022
$534,925,000
Q1 2022
$561,682,000
Q4 2021
$522,686,000
Q3 2021
$524,213,000
Q2 2021
$460,650,000
Q1 2021
$449,581,000
Q4 2020
$391,110,000
Q3 2020
$344,618,000
Q2 2020
$273,385,000
Q1 2020
$351,675,000
Q4 2019
$326,650,000
Q3 2019
$323,643,000
Q2 2019
$307,167,000
Q1 2019
$255,962,000
Q4 2018
$313,498,000
Q3 2018
$284,300,000
Q2 2018
$275,094,000
Q1 2018
$268,579,000
Q4 2017
$249,773,000
Q3 2017
$232,512,000
Q2 2017
$221,603,000
Q1 2017
$203,872,000
Q4 2016
$197,783,000
Q3 2016
$193,092,000
Q2 2016
$186,248,000
Q1 2016
$179,234,000
Q4 2015
$167,515,000
Q3 2015
$181,794,000
Q2 2015
$182,820,000
Q1 2015
$170,294,000
Q4 2014
$157,427,000
Q3 2014
$158,271,000
Q2 2014
$145,781,000
Q1 2014
$141,066,000
Q4 2013