One Ascent Financial Services LLC CAPITAL GROUP EQUITY ETF TR Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
23,506
Previous 11,734 100.32%
Holding current value
$632,000
Previous $280,000 125.71%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Aug 12, 2025
BUY
N/A
11,772 Added 100.32%
23,506 $632,000
Q1 2025

May 05, 2025
BUY
N/A
11,734 New
11,734 $280,000
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