One Ascent Financial Services LLC Vaneck Cef Muni Income ETF Transaction History

One Ascent Financial Services LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$20.36 - $21.84 $152,516 - $163,603	7,491 Added 32.38%	30,624 $647,000
Q1 2023 Apr 17, 2023	SELL	$21.04 - $22.64 $8,458 - $9,101	-402 Reduced 1.71%	23,133 $502,000
Q4 2022 Jan 12, 2023	BUY	$19.78 - $22.14 $37,918 - $42,442	1,917 Added 8.87%	23,535 $505,000
Q3 2022 Nov 02, 2022	BUY	$20.63 - $24.5 $128,999 - $153,198	6,253 Added 40.7%	21,618 $446,000
Q2 2022 Aug 08, 2022	BUY	$21.96 - $25.17 $337,415 - $386,737	15,365 New	15,365 $354,000

6.89M

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.