Unified Ser Tr Oneascent Core OACP
Institutional shares held
12.3 Million
0
calls
0
puts
Total value of holdings
$281M
$0
calls
$0
puts
# of Institutions
17
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR ONEASCENT CORE is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OACP
View all-
Atria Investments LLC Charlotte, NC5.39MShares$123 Million1.62% of portfolio
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One Ascent Financial Services LLC Birmingham, AL3.76MShares$86.2 Million7.21% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.3MShares$52.7 Million21.33% of portfolio
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One Ascent Family Office, LLC Birmingham, AL319KShares$7.31 Million13.03% of portfolio
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Patron Partners, LLC114KShares$2.6 Million1.45% of portfolio
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Cambridge Investment Research Advisors, Inc.90.7KShares$2.08 Million0.01% of portfolio
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Rfg Advisory, LLC Birmingham, AL82.7KShares$1.89 Million0.05% of portfolio
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Meriwether Wealth & Planning, LLC Minden, LA71.2KShares$1.63 Million1.14% of portfolio
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Flow Traders U.S. LLC New York, NY37.7KShares$864,7150.03% of portfolio
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First Heartland Consultants, Inc.29.1KShares$667,7570.07% of portfolio