One Ascent Wealth Management LLC STRATEGY SHS Transaction History

One Ascent Wealth Management LLC

  • $231 Million
  • Q1 2025
Number of Shares
239,136
Previous 193,667 23.48%
Holding current value
$5.95 Million
Previous $4.79 Million 24.34%
% of portfolio
2.58%
Previous 1.97%

Shares

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