One Ascent Wealth Management LLC Purchases and Sells in Q3 2025

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 2025

Top Buys

Incresed Positions

62 operations
Stock Shares change Price Range Shares Held Trade History
12.6K
+ 0.55%
$22.56 - $23.26 $283K - $292K
2.31M $53.2M
1.17K
+ 32.11%
$491.09 - $535.64 $577K - $629K
4.83K $2.5M
578
+ 6.56%
$202.38 - $256.87 $117K - $148K
9.38K $2.39M
4.59K
+ 12.18%
$38.56 - $42.17 $177K - $194K
42.3K $1.76M
496
+ 12.14%
$303.93 - $329.86 $151K - $164K
4.58K $1.5M
4.1K
+ 47.71%
$41.43 - $44.43 $170K - $182K
12.7K $563K
View all

New Holdings

25 operations
Stock Shares change Price Range Shares Held Trade History
152K
New
$28.34 - $28.67 $4.32M - $4.37M
152K $4.37M
37.9K
New
$105.96 - $117.79 $4.02M - $4.47M
37.9K $4.36M
81.1K
New
$52.8 - $53.1 $4.28M - $4.31M
81.1K $4.31M
9.4K
New
$48.49 - $59.33 $456K - $558K
9.4K $544K
7.69K
New
$46.72 - $56.0 $359K - $430K
7.69K $428K
1.14K
New
$264.74 - $369.57 $302K - $422K
1.14K $376K
View all

Top Sells

Reduced Positions

87 operations
Stock Shares change Price Range Shares Held Trade History
-241K
- 21.2%
N/A
897K $0
VICTORY PORTFOLIOS II
-90K
- 40.77%
N/A
131K $0
-54.4K
- 29.34%
$58.97 - $60.36 $3.21M - $3.28M
131K $7.86M
ELEVATION SERIES TRUST
-5.47K
- 7.9%
N/A
63.7K $0
-25.6K
- 8.1%
$23.8 - $24.29 $610K - $622K
291K $7.02M
-6.62K
- 26.74%
$50.23 - $50.48 $332K - $334K
18.1K $911K
View all
Activity Summary
Buys All Purchases 87 New Holdings 25 Increased Positions 62 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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