Plan A Wealth LLC Unified Ser Tr Oneascent Emerg Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Unified Ser Tr Oneascent Emerg stock. As of the latest transaction made, Plan A Wealth LLC holds 17,793 shares of OAEM stock, worth $0. This represents 0.31% of its overall portfolio holdings.
Number of Shares
17,793
Previous 15,848
12.27%
Holding current value
$0
Previous $513 Million
19.42%
% of portfolio
0.31%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding OAEM
# of Institutions
24Shares Held
1.55MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL575KShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL399KShares$00.0% of portfolio
-
Atria Investments LLC Charlotte, NC223KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL64.1KShares$00.0% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY40.4KShares$00.0% of portfolio