One Ascent Financial Services LLC FIRST TR EXCHNG TRADED FD VI Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
15,753
Previous 18,126 13.09%
Holding current value
$332,000
Previous $367,000 9.54%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2025
SELL
N/A
-2,373 Reduced 13.09%
15,753 $332,000
Q1 2025

May 05, 2025
BUY
N/A
1,819 Added 11.15%
18,126 $367,000
Q4 2024

Feb 12, 2025
BUY
N/A
16,307 New
16,307 $348,000
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email