One Ascent Wealth Management LLC STRATEGY SHS Transaction History

One Ascent Wealth Management LLC

  • $177 Million
  • Q3 2025
Number of Shares
279,232
Previous 264,553 5.55%
Holding current value
$0
Previous $6.72 Million 100.0%
% of portfolio
0.0%
Previous 2.48%

Shares

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

Oct 31, 2025
BUY
N/A
14,679 Added 5.55%
279,232 $0
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
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