Lgt Financial Advisors LLC Unified Ser Tr Oneascent Core Transaction History
Lgt Financial Advisors LLC
- $46.4 Billion
- Q3 2025
A detailed history of Lgt Financial Advisors LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 11,060 shares of OACP stock, worth $255,043. This represents 0.55% of its overall portfolio holdings.
Number of Shares
11,060Holding current value
$255,043% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding OACP
# of Institutions
23Shares Held
7.8MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.3 Million11.56% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.2 Million30.06% of portfolio
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Atria Investments LLC Charlotte, NC1.44MShares$33.2 Million0.41% of portfolio
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One Ascent Family Office, LLC Birmingham, AL374KShares$8.62 Million8.85% of portfolio
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Patron Partners, LLC126KShares$2.9 Million1.38% of portfolio