One Ascent Wealth Management LLC UNIFIED SER TR Transaction History

One Ascent Wealth Management LLC

  • $263 Million
  • Q3 2024
Number of Shares
36,945
Previous 24,757 49.23%
Holding current value
$1.03 Million
Previous $619,000 65.59%
% of portfolio
0.39%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
N/A
12,188 Added 49.23%
36,945 $1.03 Million
Q2 2024

Jul 17, 2024
BUY
N/A
24,757 New
24,757 $619,000
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