One Ascent Family Office, LLC Unified Ser Tr Oneascent Emerg 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 Emerg stock. As of the latest transaction made, One Ascent Family Office, LLC holds 65,559 shares of OAEM stock, worth $0. This represents 2.01% of its overall portfolio holdings.
Number of Shares
65,559
Previous 54,551
20.18%
Holding current value
$0
Previous $1.57 Million
35.27%
% of portfolio
2.01%
Previous 1.46%
Shares
3 transactions
Others Institutions Holding OAEM
# of Institutions
25Shares Held
1.74MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL761KShares$01.76% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL342KShares$04.08% of portfolio
-
Atria Investments LLC Charlotte, NC248KShares$00.0% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY81.3KShares$00.0% of portfolio
-
Envestnet Asset Management Inc33KShares$00.0% of portfolio