One Ascent Wealth Management LLC Purchases and Sells in Q1 2025

One Ascent Wealth Management LLC

  • $231 Million
  • Q1 2025

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
113K
+ 13.45%
N/A
953K $31.8M
46K
+ 70.11%
$50.48 - $51.04 $2.32M - $2.35M
112K $5.66M
STRATEGY SHS
45.5K
+ 23.48%
N/A
239K $5.95M
13.4K
+ 70.18%
$50.08 - $50.71 $671K - $680K
32.5K $1.65M
12.6K
+ 92.35%
$34.83 - $37.52 $439K - $473K
26.3K $953K
3.24K
+ 29.88%
$123.61 - $133.01 $400K - $430K
14.1K $1.81M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
VICTORY PORTFOLIOS II
221K
New
N/A
221K $7.56M
23.6K
New
$24.91 - $29.02 $587K - $684K
23.6K $590K
10.3K
New
$50.29 - $50.5 $517K - $519K
10.3K $517K
3.33K
New
$87.14 - $106.33 $290K - $354K
3.33K $308K
ATLASSIAN CORPORATION
1.29K
New
N/A
1.29K $274K
190
New
$1177.09 - $1390.0 $224K - $264K
190 $224K
View all

Top Sells

Reduced Positions

95 operations
Stock Shares change Price Range Shares Held Trade History
-141K
- 54.42%
$57.44 - $59.4 $8.07M - $8.35M
118K $6.99M
-179K
- 41.97%
N/A
247K $7.1M
-93.5K
- 8.71%
N/A
980K $28M
-78.8K
- 3.42%
$22.23 - $22.91 $1.75M - $1.8M
2.22M $50.6M
-1.89K
- 20.2%
$209.68 - $247.1 $395K - $466K
7.45K $1.65M
-1.93K
- 56.74%
$330.16 - $365.55 $637K - $705K
1.47K $513K
View all
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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