One Ascent Wealth Management LLC BLACKROCK ETF TRUST II Transaction History

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024
Number of Shares
20,442
Previous 11,838 72.68%
Holding current value
$1.07 Million
Previous $619,000 73.18%
% of portfolio
0.41%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
N/A
8,604 Added 72.68%
20,442 $1.07 Million
Q4 2023

Jan 11, 2024
BUY
N/A
11,838 New
11,838 $619,000
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email