One Ascent Wealth Management LLC ISHARES BITCOIN TRUST ETF Transaction History

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 2024
Number of Shares
7,263
Previous 6,628 9.58%
Holding current value
$385,000
Previous $239,000 61.09%
% of portfolio
0.16%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
635 Added 9.58%
7,263 $385,000
Q3 2024

Nov 07, 2024
SELL
N/A
-22 Reduced 0.33%
6,628 $239,000
Q2 2024

Jul 17, 2024
BUY
N/A
6,650 New
6,650 $227,000
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