One Ascent Family Office, LLC Unified Ser Tr Oneascent Large Transaction History

One Ascent Family Office, LLC

$55.1 Million
Q4 2024

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 76,022 shares of OALC stock, worth $0. This represents 4.09% of its overall portfolio holdings.

Number of Shares

76,022

Holding current value

% of portfolio

4.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	N/A	76,022 New	76,022 $2.25 Million

Others Institutions Holding OALC

# of Institutions

Shares Held

6.09M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

2.37M
Shares

$0
0.0% of portfolio
One Ascent Financial Services LLC Birmingham, AL

2.13M
Shares

$0
5.38% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

1.07M
Shares

$0
13.11% of portfolio
Patron Partners, LLC

107K
Shares

$0
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

101K
Shares

$0
0.01% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT LARGE

Ticker OALC

More about OALC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Family Office, LLC with notifications on news.

Account

One Ascent Family Office, LLC Unified Ser Tr Oneascent Large Transaction History