One Ascent Wealth Management LLC Portfolio Holdings
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
One Ascent Wealth Management LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $261 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unified Ser Tr Oneascent Core with a value of $54.1M, Unified Ser Tr Oneascent Intl with a value of $30.8M, Unified Ser Tr Oneascent Large with a value of $30.6M, Vanguard Intermediate Term Tre with a value of $15.3M, and Unified Ser Tr Oneascent Emerg with a value of $12.9M.
Examining the 13F form we can see an increase of $9.99M in the current position value, from $251M to 261M.
One Ascent Wealth Management LLC is based out at Birmingham, AL
Below you can find more details about One Ascent Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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