One Ascent Financial Services LLC FIRST TR EXCHANGE-TRADED FD Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
25,351
Previous 19,434 30.45%
Holding current value
$534,000
Previous $408,000 30.88%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 12, 2025
BUY
N/A
5,917 Added 30.45%
25,351 $534,000
Q1 2025

May 05, 2025
BUY
N/A
7,701 Added 65.64%
19,434 $408,000
Q4 2024

Feb 12, 2025
BUY
N/A
11,733 New
11,733 $242,000
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