One Ascent Wealth Management LLC Spdr Bloomberg 3 12 Month T Bi Transaction History

One Ascent Wealth Management LLC

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$99.03 - $99.47 $92,196 - $92,606	-931 Reduced 3.95%	22,640 $2.25 Million
Q2 2023 Jul 10, 2023	BUY	$99.07 - $99.51 $220,331 - $221,310	2,224 Added 10.42%	23,571 $2.34 Million
Q1 2023 Apr 17, 2023	BUY	$99.12 - $99.61 $2.12 Million - $2.13 Million	21,347 New	21,347 $2.13 Million

237

22.3M

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