One Ascent Family Office, LLC Unified Ser Tr Oneascent Core 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 Core stock. As of the latest transaction made, One Ascent Family Office, LLC holds 353,929 shares of OACP stock, worth $8.08 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
353,929
Previous 357,868
1.1%
Holding current value
$8.08 Million
Previous $8.16 Million
1.12%
% of portfolio
7.62%
Previous 7.59%
Shares
3 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$96.1 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$52.4 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47 Million0.59% of portfolio
-
Patron Partners, LLC130KShares$2.96 Million1.54% of portfolio
-
One Ascent Investment Solutions LLC Birmingham, AL119KShares$2.71 Million2.89% of portfolio