One Ascent Financial Services LLC STRATEGY SHS Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
900,997
Previous 707,844 27.29%
Holding current value
$22.9 Million
Previous $17.6 Million 29.85%
% of portfolio
1.64%
Previous 1.15%

Shares

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

Aug 12, 2025
BUY
N/A
193,153 Added 27.29%
900,997 $22.9 Million
Q1 2025

May 05, 2025
BUY
N/A
117,088 Added 19.82%
707,844 $17.6 Million
Q4 2024

Feb 12, 2025
BUY
N/A
590,756 New
590,756 $14.6 Million
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