Winnow Wealth LLC Unified Ser Tr Oneascent Core Transaction History

Winnow Wealth LLC

$128 Billion
Q3 2025

A detailed history of Winnow Wealth LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Winnow Wealth LLC holds 6,427 shares of OACP stock, worth $148,463. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,427

Holding current value

$148,463

% of portfolio

0.12%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$22.56 - $23.26 $144,993 - $149,492	6,427 New	6,427 $154 Million
Q2 2025 Aug 12, 2025	SELL	$22.32 - $22.91 $147,267 - $151,160	-6,598 Closed	0 $0
Q1 2025 Aug 26, 2025	BUY	$22.23 - $22.91 $141,227 - $145,547	6,353 New	6,353 $145 Million
Q4 2024 Aug 21, 2025	BUY	$22.48 - $23.46 $148,323 - $154,789	6,598 New	6,598 $148 Million

Others Institutions Holding OACP

# of Institutions

Shares Held

7.81M

Call Options Held

Put Options Held

One Ascent Financial Services LLC Birmingham, AL

2.92M
Shares

$67.4 Million
11.56% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.31M
Shares

$53.3 Million
30.06% of portfolio
Atria Investments LLC Charlotte, NC

1.44M
Shares

$33.2 Million
0.41% of portfolio
One Ascent Family Office, LLC Birmingham, AL

374K
Shares

$8.64 Million
8.85% of portfolio
Patron Partners, LLC

126K
Shares

$2.9 Million
1.38% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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