One Ascent Wealth Management LLC ELEVATION SERIES TRUST Transaction History

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 2025
Number of Shares
63,718
Previous 69,183 7.9%
Holding current value
$0
Previous $2.09 Million 100.0%
% of portfolio
0.0%
Previous 0.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-5,465 Reduced 7.9%
63,718 $0
Q2 2025

Aug 06, 2025
BUY
N/A
69,183 New
69,183 $2.09 Million
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