Advisor Group Holdings, Inc. Unified Ser Tr Oneascent Core Put Options Transaction History

Advisor Group Holdings, Inc.

$42.1 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

18

Shares Held

8.5M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

3.52M
Shares

$78.5 Million
5.23% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.22M
Shares

$49.6 Million
21.94% of portfolio
Atria Investments LLC Charlotte, NC

1.67M
Shares

$37.3 Million
0.52% of portfolio
One Ascent Family Office, LLC Birmingham, AL

358K
Shares

$7.99 Million
7.59% of portfolio
Patron Partners, LLC

129K
Shares

$2.88 Million
1.66% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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