One Ascent Financial Services LLC Timothy Plan U S Sm Cap Core E Transaction History

One Ascent Financial Services LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$33.46 - $36.69 $3.82 Million - $4.19 Million	114,279 Added 269.42%	156,696 $5.75 Million
Q4 2023 Jan 11, 2024	SELL	$29.05 - $35.84 $127,209 - $156,943	-4,379 Reduced 9.36%	42,417 $1.5 Million
Q3 2023 Oct 13, 2023	BUY	$30.61 - $33.8 $1.43 Million - $1.58 Million	46,796 New	46,796 $1.45 Million
Q1 2023 Apr 17, 2023	BUY	$30.02 - $34.52 $394,552 - $453,696	13,143 New	13,143 $411,000

1.51M

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

Stay updated on One Ascent Financial Services LLC with notifications on news.