One Ascent Family Office, LLC STRATEGY SHS Transaction History

One Ascent Family Office, LLC

  • $106 Million
  • Q2 2025
Number of Shares
35,159
Previous 33,994 3.43%
Holding current value
$893,000
Previous $846,000 5.56%
% of portfolio
0.84%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
1,165 Added 3.43%
35,159 $893,000
Q1 2025

May 05, 2025
BUY
N/A
14,576 Added 75.06%
33,994 $846,000
Q4 2024

Feb 12, 2025
BUY
N/A
19,418 New
19,418 $480,000
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