Cambridge Investment Research Advisors, Inc. Unified Ser Tr Oneascent Core Transaction History
Cambridge Investment Research Advisors, Inc.
- $32.9 Billion
- Q2 2025
A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 86,843 shares of OACP stock, worth $1.98 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
86,843
Previous 90,940
4.51%
Holding current value
$1.98 Million
Previous $2.07 Million
4.49%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$96.1 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$52.4 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47 Million0.59% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL354KShares$8.08 Million7.62% of portfolio
-
Patron Partners, LLC130KShares$2.96 Million1.54% of portfolio