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 45,316 shares of MINN stock, worth $985,623. This represents 0.07% of its overall portfolio holdings.

Number of Shares
45,316
Previous 59,062 23.27%
Holding current value
$985,623
Previous $1.3 Million 24.07%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Aug 12, 2025

SELL
$21.29 - $22.09 $292,652 - $303,649
-13,746 Reduced 23.27%
45,316 $984,000
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

About TRUST FOR PROFESSIONAL MGRS MA


  • 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.