One Ascent Wealth Management LLC Purchases and Sells in Q2 2024

One Ascent Wealth Management LLC

  • $192 Million
  • Q2 2024

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
164K
+ 3804.47%
$57.55 - $58.0 $9.45M - $9.52M
169K $9.77M
25.1K
+ 9.61%
$57.14 - $58.53 $1.43M - $1.47M
286K $16.6M
6.99K
+ 890.06%
$118.11 - $1224.4 $825K - $8.55M
7.77K $960K
1.97K
+ 29.08%
$71.07 - $85.43 $140K - $168K
8.74K $669K
828
+ 30.9%
$111.78 - $129.83 $92.6K - $107K
3.51K $452K
4.71K
+ 51.68%
$20.47 - $25.82 $96.5K - $122K
13.8K $350K
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
180K
New
$23.04 - $23.52 $4.15M - $4.24M
180K $4.22M
UNIFIED SER TR
24.8K
New
N/A
24.8K $619K
7.76K
New
$57.33 - $65.34 $445K - $507K
7.76K $493K
1.85K
New
$200.55 - $213.34 $371K - $394K
1.85K $394K
3.59K
New
$74.42 - $89.62 $267K - $322K
3.59K $323K
6.1K
New
N/A
6.1K $305K
View all

Top Sells

Reduced Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
-171K
- 97.12%
$44.15 - $45.75 $7.54M - $7.82M
5.07K $230K
-133K
- 13.89%
N/A
825K $26.6M
-46.4K
- 81.2%
$70.77 - $76.19 $3.28M - $3.54M
10.7K $780K
-115K
- 4.84%
$22.11 - $22.76 $2.55M - $2.62M
2.26M $51.1M
-14.6K
- 79.02%
$154.56 - $173.19 $2.26M - $2.54M
3.89K $664K
-15.7K
- 83.25%
$99.32 - $106.72 $1.55M - $1.67M
3.15K $324K
View all
Activity Summary
Buys All Purchases 37 New Holdings 14 Increased Positions 23 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track One Ascent Wealth Management LLC Portfolio

Follow One Ascent Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on One Ascent Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email