A detailed history of One Ascent Financial Services LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, One Ascent Financial Services LLC holds 4,371 shares of FMB stock, worth $223,401. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,371
Holding current value
$223,401
% of portfolio
0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

BUY
$51.0 - $51.74 $222,921 - $226,155
4,371 New
4,371 $224,000
Q1 2023

Apr 17, 2023

SELL
$50.21 - $51.59 $19,079 - $19,604
-380 Reduced 5.67%
6,319 $322,000
Q4 2022

Jan 12, 2023

BUY
$48.2 - $50.76 $322,891 - $340,041
6,699 New
6,699 $336,000

Others Institutions Holding FMB

About FIRST TR EXCHANGE-TRADED FD II


  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.