One Ascent Family Office, LLC Unified Ser Tr Oneascent Large Transaction History
One Ascent Family Office, LLC
- $106 Million
- Q2 2025
A detailed history of One Ascent Family Office, LLC transactions in Unified Ser Tr Oneascent Large stock. As of the latest transaction made, One Ascent Family Office, LLC holds 120,213 shares of OALC stock, worth $0. This represents 3.69% of its overall portfolio holdings.
Number of Shares
120,213
Previous 123,807
2.9%
Holding current value
$0
Previous $3.54 Million
10.14%
% of portfolio
3.69%
Previous 3.3%
Shares
3 transactions
Others Institutions Holding OALC
# of Institutions
22Shares Held
4.7MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.15MShares$04.01% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL980KShares$011.72% of portfolio
-
Atria Investments LLC Charlotte, NC926KShares$00.0% of portfolio
-
Patron Partners, LLC116KShares$00.0% of portfolio
-
True Wealth Advisors, LLC88.7KShares$00.0% of portfolio