One Ascent Financial Services LLC ISHARES TR Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
9,427
Previous 9,416 0.12%
Holding current value
$242,000
Previous $240,000 0.83%
% 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
BUY
N/A
11 Added 0.12%
9,427 $242,000
Q1 2025

May 05, 2025
BUY
N/A
248 Added 2.71%
9,416 $240,000
Q4 2024

Feb 12, 2025
BUY
N/A
9,168 New
9,168 $233,000
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