One Ascent Family Office, LLC UNIFIED SER TR Transaction History

One Ascent Family Office, LLC

  • $106 Million
  • Q2 2025
Number of Shares
22,494
Previous 17,645 27.48%
Holding current value
$585,000
Previous $437,000 33.87%
% of portfolio
0.55%
Previous 0.41%

Shares

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

Aug 06, 2025
BUY
N/A
4,849 Added 27.48%
22,494 $585,000
Q1 2025

May 05, 2025
BUY
N/A
17,645 New
17,645 $437,000
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