One Ascent Wealth Management LLC Purchases and Sells in Q2 2025

One Ascent Wealth Management LLC

  • $271 Million
  • Q2 2025

Top Buys

Incresed Positions

92 operations
Stock Shares change Price Range Shares Held Trade History
185K
+ 19.4%
N/A
1.14M $43.5M
67.6K
+ 57.43%
$58.63 - $59.9 $3.96M - $4.05M
185K $11.1M
95K
+ 38.4%
N/A
342K $11.1M
687
+ 0.07%
N/A
980K $31.8M
72K
+ 3.24%
$22.32 - $22.91 $1.61M - $1.65M
2.29M $52.3M
UNIFIED SER TR
44K
+ 109.75%
N/A
84.1K $2.19M
View all

New Holdings

32 operations
Stock Shares change Price Range Shares Held Trade History
58K
New
$36.4 - $45.76 $2.11M - $2.65M
58K $2.62M
ELEVATION SERIES TRUST
69.2K
New
N/A
69.2K $2.09M
8.55K
New
$105.72 - $1416.0 $904K - $12.1M
8.55K $954K
5.09K
New
$128.02 - $151.37 $651K - $770K
5.09K $672K
STRATEGY SHS
25K
New
N/A
25K $649K
12.2K
New
$37.18 - $42.55 $455K - $520K
12.2K $520K
View all

Top Sells

Reduced Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
-368K
- 92.29%
$13.03 - $15.28 $4.79M - $5.62M
30.7K $450K
-22K
- 19.73%
$49.79 - $50.75 $1.1M - $1.12M
89.6K $4.55M
-1.45K
- 32.56%
$273.71 - $316.29 $396K - $458K
3K $914K
-9.82K
- 22.42%
$32.99 - $38.01 $324K - $373K
34K $1.28M
-5.58K
- 21.1%
$50.1 - $51.02 $280K - $285K
20.9K $1.07M
-8.99K
- 20.39%
$24.96 - $25.5 $224K - $229K
35.1K $896K
View all
Activity Summary
Buys All Purchases 124 New Holdings 32 Increased Positions 92 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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