O'Connor Financial Group LLC Unified Ser Tr Oneascent Core Transaction History

O'Connor Financial Group LLC

$191 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	BUY	$22.45 - $23.42 $1.31 Million - $1.37 Million	58,386 New	58,386 $1.35 Billion

Others Institutions Holding OACP

# of Institutions

11

Shares Held

8.18M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.39M
Shares

$122 Million
1.62% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.35M
Shares

$53 Million
20.92% of portfolio
Patron Partners, LLC

114K
Shares

$2.57 Million
1.45% of portfolio
Cambridge Investment Research Advisors, Inc.

95K
Shares

$2.15 Million
0.01% of portfolio
Rfg Advisory, LLC Birmingham, AL

82.7K
Shares

$1.87 Million
0.05% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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