One Ascent Wealth Management LLC Northern Lts Fd Tr Iv Transaction History

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 2025

A detailed history of One Ascent Wealth Management LLC transactions in Northern Lts Fd Tr Iv stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 12,687 shares of BIBL stock, worth $562,922. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,687
Previous 8,589 47.71%
Holding current value
$562,922
Previous $355,000 58.59%
% of portfolio
0.32%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$41.43 - $44.43 $169,780 - $182,074
4,098 Added 47.71%
12,687 $563,000
Q2 2025

Aug 06, 2025
BUY
$33.5 - $41.33 $287,731 - $354,983
8,589 New
8,589 $355,000
Q3 2021

Nov 12, 2021
SELL
$41.88 - $45.66 $2.47 Million - $2.69 Million
-58,867 Closed
0 $0
Q1 2021

Apr 27, 2021
SELL
$36.15 - $39.14 $90,989 - $98,515
-2,517 Reduced 4.1%
58,867 $2.3 Million
Q4 2020

Feb 08, 2021
BUY
$32.5 - $36.7 $1.99 Million - $2.25 Million
61,384 New
61,384 $2.25 Million

Others Institutions Holding BIBL

# of Institutions
126
Shares Held
4.82M
Call Options Held
0
Put Options Held
0
View Full List

About NORTHERN LTS FD TR IV

BIBL Quotes by TradingView
  • Ticker BIBL
  • Sector ETFs
  • Industry ETFs
More about BIBL
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