One Ascent Financial Services LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $718 Million distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unified Ser Tr Oneascent Core with a value of $76.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $71.4M, Unified Ser Tr Oneascent Large with a value of $59M, Unified Ser Tr Oneascent Intl with a value of $52.5M, and Northern Lts Fd Tr Iv with a value of $36.3M.
Examining the 13F form we can see an decrease of $186M in the current position value, from $905M to 718M.
One Ascent Financial Services LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Financial Services LLC portfolio as well as his latest detailed transactions.