Atria Investments LLC Unified Ser Tr Oneascent Core Call Options Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

17

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

3.76M
Shares

$86.2 Million
7.21% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.3M
Shares

$52.7 Million
21.33% of portfolio
One Ascent Family Office, LLC Birmingham, AL

319K
Shares

$7.31 Million
13.03% of portfolio
Patron Partners, LLC

114K
Shares

$2.6 Million
1.45% of portfolio
Cambridge Investment Research Advisors, Inc.

90.7K
Shares

$2.08 Million
0.01% of portfolio

About UNIFIED SER TR ONEASCENT CORE

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