Plan A Wealth LLC Unified Ser Tr Oneascent Core Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Plan A Wealth LLC holds 17,539 shares of OACP stock, worth $403,747. This represents 0.21% of its overall portfolio holdings.
Number of Shares
17,539
Previous 17,339
1.15%
Holding current value
$403,747
Previous $395 Million
2.37%
% of portfolio
0.21%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding OACP
# of Institutions
26Shares Held
7.81MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.2 Million11.56% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.1 Million30.06% of portfolio
-
Atria Investments LLC Charlotte, NC1.44MShares$33.1 Million0.41% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL374KShares$8.61 Million8.85% of portfolio
-
Patron Partners, LLC126KShares$2.89 Million1.38% of portfolio