One Ascent Financial Services LLC LINDE PLC Transaction History

One Ascent Financial Services LLC

  • $1.4 Billion
  • Q2 2025
Number of Shares
871
Previous 853 2.11%
Holding current value
$413,000
Previous $398,000 3.77%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2025
BUY
N/A
18 Added 2.11%
871 $413,000
Q1 2025

May 05, 2025
BUY
N/A
37 Added 4.53%
853 $398,000
Q4 2024

Feb 12, 2025
BUY
N/A
3 Added 0.37%
816 $342,000
Q3 2024

Nov 07, 2024
SELL
N/A
-7 Reduced 0.85%
813 $388,000
Q2 2024

Jul 17, 2024
SELL
N/A
-44 Reduced 5.09%
820 $360,000
Q1 2024

Apr 16, 2024
BUY
N/A
49 Added 6.01%
864 $401,000
Q4 2023

Jan 11, 2024
BUY
N/A
258 Added 46.32%
815 $335,000
Q3 2023

Oct 13, 2023
SELL
N/A
-31 Reduced 5.27%
557 $207,000
Q2 2023

Jul 10, 2023
BUY
N/A
588 New
588 $224,000
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email