One Ascent Financial Services LLC MORGAN STANLEY ETF TRUST Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
9,408
Previous 8,538 10.19%
Holding current value
$479,000
Previous $432,000 10.88%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2025
BUY
N/A
870 Added 10.19%
9,408 $479,000
Q1 2025

May 05, 2025
BUY
N/A
1,815 Added 27.0%
8,538 $432,000
Q4 2024

Feb 12, 2025
BUY
N/A
6,723 New
6,723 $335,000
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