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
10,562
Previous 11,142 5.21%
Holding current value
$222,000
Previous $231,000 3.9%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2025
SELL
N/A
-580 Reduced 5.21%
10,562 $222,000
Q1 2025

May 05, 2025
BUY
N/A
11,142 New
11,142 $231,000
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