One Ascent Family Office, LLC Unified Ser Tr Oneascent Large Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 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 123,807 shares of OALC stock, worth $0. This represents 3.3% of its overall portfolio holdings.
Number of Shares
123,807
Previous 76,022
62.86%
Holding current value
$0
Previous $2.25 Million
57.21%
% of portfolio
3.3%
Previous 4.09%
Shares
2 transactions
Others Institutions Holding OALC
# of Institutions
20Shares Held
4.62MCall 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$012.13% of portfolio
-
Atria Investments LLC Charlotte, NC834KShares$00.0% of portfolio
-
Patron Partners, LLC118KShares$00.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.95.4KShares$00.01% of portfolio