One Ascent Financial Services LLC TRUST FOR PROFESSIONAL MANAG Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
24,744
Previous 10,287 140.54%
Holding current value
$656,000
Previous $262,000 150.38%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Aug 12, 2025
BUY
N/A
14,457 Added 140.54%
24,744 $656,000
Q1 2025

May 05, 2025
BUY
N/A
10,287 New
10,287 $262,000
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