One Ascent Wealth Management LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

One Ascent Wealth Management LLC

  • $192 Million
  • Q2 2024

A detailed history of One Ascent Wealth Management LLC transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 15,538 shares of BCD stock, worth $502,188. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,538
Previous 15,538 -0.0%
Holding current value
$502,188
Previous $490,000 2.86%
% of portfolio
0.26%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$29.71 - $31.55 $8,378 - $8,897
-282 Reduced 1.78%
15,538 $490,000
Q4 2023

Jan 11, 2024
SELL
$30.59 - $33.66 $2,661 - $2,928
-87 Reduced 0.55%
15,820 $484,000
Q3 2023

Oct 13, 2023
BUY
$32.03 - $34.11 $509,501 - $542,587
15,907 New
15,907 $526,000
Q1 2023

Apr 17, 2023
SELL
$32.08 - $34.74 $10,939 - $11,846
-341 Reduced 1.97%
17,004 $564,000
Q4 2022

Jan 12, 2023
BUY
$34.05 - $36.99 $590,597 - $641,591
17,345 New
17,345 $600,000

Others Institutions Holding BCD

# of Institutions
53
Shares Held
2.88M
Call Options Held
0
Put Options Held
0
View Full List

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