One Ascent Family Office, LLC Unified Ser Tr Oneascent Intl Call Options Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding OAIM
# of Institutions
22Shares Held
5.93MCall 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
-
One Ascent Wealth Management LLC Birmingham, AL840KShares$011.13% of portfolio
-
Valmark Advisers, Inc.65.3KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.61.5KShares$00.01% of portfolio