One Ascent Wealth Management LLC TIDAL TRUST III Transaction History

One Ascent Wealth Management LLC

  • $192 Million
  • Q2 2024
Number of Shares
16,726
Previous 36,429 54.09%
Holding current value
$281,000
Previous $622,000 54.82%
% of portfolio
0.15%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
N/A
-19,703 Reduced 54.09%
16,726 $281,000
Q1 2024

Apr 16, 2024
BUY
N/A
36,429 New
36,429 $622,000
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