One Ascent Family Office, LLC ETF Opportunities Tr Applied F Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
A detailed history of One Ascent Family Office, LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, One Ascent Family Office, LLC holds 60,620 shares of VSLU stock, worth $2.48 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
60,620
Previous 60,620
-0.0%
Holding current value
$2.48 Million
Previous $2.13 Million
11.67%
% of portfolio
2.24%
Previous 1.98%
Shares
1 transactions
Others Institutions Holding VSLU
# of Institutions
40Shares Held
5.81MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.23MShares$50.1 Million0.89% of portfolio
-
Novare Capital Management LLC734KShares$30 Million2.37% of portfolio
-
Newman Dignan & Sheerar, Inc.689KShares$28.1 Million6.28% of portfolio
-
Watchman Group, Inc. Plano, TX586KShares$23.9 Million6.9% of portfolio
-
Jacobi Capital Management LLC333KShares$13.6 Million0.89% of portfolio