One Ascent Wealth Management LLC STRATEGY SHS Transaction History

One Ascent Wealth Management LLC

  • $271 Million
  • Q2 2025
Number of Shares
264,553
Previous 239,136 10.63%
Holding current value
$6.72 Million
Previous $5.95 Million 12.9%
% of portfolio
2.48%
Previous 2.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
25,417 Added 10.63%
264,553 $6.72 Million
Q1 2025

May 05, 2025
BUY
N/A
45,469 Added 23.48%
239,136 $5.95 Million
Q4 2024

Feb 12, 2025
BUY
N/A
193,667 New
193,667 $4.79 Million
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