Meriwether Wealth & Planning, LLC Unified Ser Tr Oneascent Core Put Options Transaction History

Meriwether Wealth & Planning, LLC

$153 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

17

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.39M
Shares

$123 Million
1.62% of portfolio
One Ascent Financial Services LLC Birmingham, AL

3.76M
Shares

$85.5 Million
7.21% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.3M
Shares

$52.3 Million
21.33% of portfolio
One Ascent Family Office, LLC Birmingham, AL

319K
Shares

$7.25 Million
13.03% of portfolio
Patron Partners, LLC

129K
Shares

$2.94 Million
1.66% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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