One Ascent Financial Services LLC ISHARES TR Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025
Number of Shares
9,416
Previous 9,168 2.71%
Holding current value
$240,000
Previous $233,000 3.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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