One Ascent Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History

One Ascent Financial Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$75.25 - $80.63 $14,222 - $15,239	-189 Reduced 1.0%	18,636 $1.5 Million
Q4 2023 Jan 11, 2024	BUY	$66.9 - $76.32 $638,292 - $728,169	9,541 Added 102.77%	18,825 $1.43 Million
Q3 2023 Oct 13, 2023	BUY	$70.63 - $75.66 $655,728 - $702,427	9,284 New	9,284 $657,000
Q3 2022 Nov 02, 2022	BUY	$66.43 - $77.87 $300,728 - $352,517	4,527 Added 4.61%	102,797 $6.83 Million
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $6.91 Million - $7.89 Million	98,270 New	98,270 $7.04 Million

1,760

276M

1.92M

1.16M

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

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