One Ascent Financial Services LLC STRATEGY SHS Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025
Number of Shares
707,844
Previous 590,756 19.82%
Holding current value
$17.6 Million
Previous $14.6 Million 20.76%
% of portfolio
1.15%
Previous 1.24%

Shares

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