O'Connor Financial Group LLC Unified Ser Tr Oneascent Intl Transaction History
O'Connor Financial Group LLC
- $192 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding OAIM
# of Institutions
25Shares Held
6.07MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC2.56MShares$00.0% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL1.99MShares$05.5% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL840KShares$011.13% of portfolio
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One Ascent Family Office, LLC Birmingham, AL178KShares$010.38% of portfolio
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Cambridge Investment Research Advisors, Inc.88KShares$00.01% of portfolio