One Ascent Financial Services LLC PIMCO ETF TR Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025
Number of Shares
31,450
Previous 40,499 22.34%
Holding current value
$829,000
Previous $1.06 Million 21.42%
% of portfolio
0.05%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
N/A
-9,049 Reduced 22.34%
31,450 $829,000
Q4 2024

Feb 12, 2025
BUY
N/A
40,499 New
40,499 $1.06 Million
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