One Ascent Wealth Management LLC Purchases and Sells in Q1 2024

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024

Top Buys

Incresed Positions

65 operations
Stock Shares change Price Range Shares Held Trade History
137K
+ 13.92%
N/A
1.12M $30.6M
164K
+ 7.42%
$22.45 - $23.0 $3.69M - $3.78M
2.38M $54.1M
62.7K
+ 7.01%
N/A
958K $30.8M
45.3K
+ 744.69%
$33.46 - $36.69 $1.51M - $1.66M
51.3K $1.88M
5.85K
+ 46.07%
$144.62 - $165.44 $846K - $967K
18.5K $3.05M
17.8K
+ 7.3%
$58.07 - $59.52 $1.03M - $1.06M
261K $15.3M
View all

New Holdings

26 operations
Stock Shares change Price Range Shares Held Trade History
IMPACT SHS TR I
36.4K
New
N/A
36.4K $622K
PGIM ETF TR
6.02K
New
N/A
6.02K $495K
5.22K
New
$91.4 - $91.8 $477K - $479K
5.22K $479K
2.63K
New
$165.39 - $180.47 $434K - $474K
2.63K $474K
2.63K
New
$136.17 - $175.72 $359K - $463K
2.63K $446K
461
New
$592.2 - $792.28 $273K - $365K
461 $359K
View all

Top Sells

Reduced Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
-236K
- 35.43%
N/A
430K $12.9M
-94.9K
- 38.78%
$32.28 - $36.17 $3.06M - $3.43M
150K $5.42M
-3.9K
- 26.18%
$169.0 - $195.18 $659K - $762K
11K $1.89M
-27.8K
- 70.37%
$19.67 - $20.14 $547K - $560K
11.7K $232K
-4.11K
- 45.78%
$79.91 - $94.41 $329K - $388K
4.87K $460K
-3.12K
- 1.74%
$44.98 - $46.29 $141K - $145K
176K $8.03M
View all
Activity Summary
Buys All Purchases 91 New Holdings 26 Increased Positions 65 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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