One Ascent Financial Services LLC New Holdings in Q4 2024

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
83.6K
New
$36.06 - $39.96 $3.01M - $3.34M
83.6K $3.02M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
127K
New
$23.48 - $23.73 $2.99M - $3.02M
127K $3M
TPHD
Timothy Plan High Divid Stk Et

ETFs
82.4K
New
$35.89 - $39.51 $2.96M - $3.25M
82.4K $2.99M
VEA
Vanguard Ftse Developed Market

ETFs
61.7K
New
$47.57 - $52.44 $2.93M - $3.23M
61.7K $2.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.68K
New
$481.22 - $538.17 $2.73M - $3.06M
5.68K $2.9M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
99.6K
New
$28.76 - $32.28 $2.87M - $3.22M
99.6K $2.89M
BND
Vanguard Bd Index Fd Inc Total

ETFs
39.2K
New
$71.75 - $75.11 $2.81M - $2.94M
39.2K $2.82M
FVD
First Tr Value Line Divid Inde

ETFs
64.4K
New
$43.4 - $46.7 $2.8M - $3.01M
64.4K $2.81M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
119K
New
$22.63 - $47.53 $2.69M - $5.64M
119K $2.7M
VNQ
Vanguard Specialized Funds Van

ETFs
30.2K
New
$87.85 - $98.6 $2.65M - $2.98M
30.2K $2.69M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
56.6K
New
$40.97 - $42.66 $2.32M - $2.42M
56.6K $2.34M
VBK
Vanguard Small Cap Growth ETF

ETFs
8.22K
New
$264.18 - $304.19 $2.17M - $2.5M
8.22K $2.3M
FDLS
Northern Lts Fd Tr Iv Inspire
77.7K
New
N/A
77.7K $2.29M
SCHR
Schwab Intermediate Term Us Tr

ETFs
93.9K
New
$24.19 - $50.58 $2.27M - $4.75M
93.9K $2.28M
TDIV
First Trust Nasdaq Technology

ETFs
27.4K
New
$78.03 - $82.13 $2.14M - $2.25M
27.4K $2.15M
VUG
Vanguard Growth ETF

ETFs
5.22K
New
$378.79 - $428.11 $1.98M - $2.23M
5.22K $2.14M
VTV
Vanguard Value ETF

ETFs
12.3K
New
$168.32 - $181.87 $2.07M - $2.24M
12.3K $2.08M
IWV
Ishares Russell 3000 ETF

ETFs
6.19K
New
$323.08 - $349.08 $2M - $2.16M
6.19K $2.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26.8K
New
$69.3 - $74.3 $1.86M - $1.99M
26.8K $1.91M
XLK
Technology Sector Spdr

ETFs
8.2K
New
$220.26 - $241.44 $1.81M - $1.98M
8.2K $1.91M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
78.3K
New
$24.13 - $24.45 $1.89M - $1.91M
78.3K $1.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
23.7K
New
$76.21 - $82.24 $1.8M - $1.94M
23.7K $1.84M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
69.9K
New
$25.35 - $25.53 $1.77M - $1.79M
69.9K $1.78M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
16.6K
New
$103.6 - $112.52 $1.72M - $1.87M
16.6K $1.75M
FDVV
Fidelity High Dividend ETF

ETFs
34.9K
New
$49.66 - $52.63 $1.74M - $1.84M
34.9K $1.75M
CGDV
Capital Group Divid Value ETF

ETFs
49K
New
$35.16 - $37.12 $1.72M - $1.82M
49K $1.73M
TAXF
American Centy ETF Tr Diversif

ETFs
33.9K
New
$49.94 - $51.44 $1.69M - $1.74M
33.9K $1.7M
JMBS
Janus Detroit Str Tr Henderson

ETFs
38.2K
New
$44.03 - $46.65 $1.68M - $1.78M
38.2K $1.69M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
34.7K
New
$48.33 - $49.08 $1.68M - $1.7M
34.7K $1.68M
MUB
Ishares National Muni Bond ETF

ETFs
15K
New
$105.78 - $108.7 $1.59M - $1.63M
15K $1.6M
FTA
First Tr Large Cap Value

ETFs
20.3K
New
$75.21 - $83.49 $1.53M - $1.7M
20.3K $1.56M
TIP
Ishares Tr Tips Bd ETF

ETFs
14.5K
New
$106.33 - $110.69 $1.54M - $1.61M
14.5K $1.55M
DISV
Dimensional ETF Tr Dimensional

ETFs
57.9K
New
$26.18 - $28.77 $1.51M - $1.66M
57.9K $1.54M
FDT
First Trust Developed Markets

ETFs
28.3K
New
$53.27 - $57.72 $1.51M - $1.64M
28.3K $1.53M
HGER
Harbor ETF Tr All Weather Infl
68.6K
New
$21.78 - $23.27 $1.49M - $1.6M
68.6K $1.52M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
20.3K
New
$47.29 - $84.74 $958K - $1.72M
20.3K $1.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.39K
New
$174.22 - $187.62 $1.46M - $1.57M
8.39K $1.47M
QTEC
First Trust Nasdaq 100 Technol

ETFs
7.68K
New
$185.87 - $204.12 $1.43M - $1.57M
7.68K $1.45M
LQD
Ishares Iboxx $ Investment Gra

ETFs
13.5K
New
$106.56 - $113.11 $1.44M - $1.53M
13.5K $1.44M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
28K
New
$50.73 - $51.08 $1.42M - $1.43M
28K $1.43M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.7K
New
$51.09 - $55.27 $1.41M - $1.53M
27.7K $1.41M
LVHI
Franklin International Low Vol

ETFs
46.1K
New
$29.98 - $31.57 $1.38M - $1.46M
46.1K $1.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.75K
New
$176.42 - $186.91 $1.37M - $1.45M
7.75K $1.38M
SPYG
Spdr Portfolio

ETFs
15.7K
New
$81.74 - $91.38 $1.28M - $1.44M
15.7K $1.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49.8K
New
$26.93 - $84.95 $1.34M - $4.23M
49.8K $1.36M
IOO
Ishares Tr Global 100 ETF

ETFs
12.8K
New
$97.46 - $103.45 $1.25M - $1.33M
12.8K $1.29M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
35.3K
New
$35.45 - $40.33 $1.25M - $1.43M
35.3K $1.27M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15.3K
New
$80.93 - $85.66 $1.24M - $1.31M
15.3K $1.24M
IEMG
Ishares Inc

ETFs
22.9K
New
N/A
22.9K $1.2M
Activity Summary
Buys All Purchases 435 New Holdings 296 Increased Positions 139 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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