One Ascent Financial Services LLC Trust For Professional Mgrs Ma Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

A detailed history of One Ascent Financial Services LLC transactions in Trust For Professional Mgrs Ma stock. As of the latest transaction made, One Ascent Financial Services LLC holds 59,062 shares of MINN stock, worth $1.29 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
59,062
Previous 49,624 19.02%
Holding current value
$1.29 Million
Previous $1.09 Million 18.68%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 05, 2025
BUY
$21.78 - $22.34 $205,559 - $210,844
9,438 Added 19.02%
59,062 $1.3 Million
Q4 2024

Feb 12, 2025
BUY
$21.93 - $22.63 $1.09 Million - $1.12 Million
49,624 New
49,624 $1.09 Million
Q2 2024

Jul 17, 2024
BUY
$21.55 - $22.27 $162,788 - $168,227
7,554 Added 20.53%
44,340 $974,000
Q1 2024

Apr 16, 2024
BUY
$22.21 - $22.55 $817,017 - $829,524
36,786 New
36,786 $822,000

Others Institutions Holding MINN

# of Institutions
18
Shares Held
251K
Call Options Held
0
Put Options Held
0
View Full List

About TRUST FOR PROFESSIONAL MGRS MA

MINN Quotes by TradingView
  • Ticker MINN
More about MINN
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