One Ascent Financial Services LLC ISHARES TR Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
8,789
Previous 9,329 5.79%
Holding current value
$221,000
Previous $234,000 5.56%
% 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
-540 Reduced 5.79%
8,789 $221,000
Q1 2025

May 05, 2025
BUY
N/A
9,329 New
9,329 $234,000
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