Cambridge Investment Research Advisors, Inc. Unified Ser Tr Oneascent Core Transaction History
Cambridge Investment Research Advisors, Inc.
- $29.6 Billion
- Q1 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 90,940 shares of OACP stock, worth $2.07 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
90,940
Previous 90,665
0.3%
Holding current value
$2.07 Million
Previous $2.04 Million
1.67%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.48MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL3.52MShares$80 Million5.23% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.22MShares$50.5 Million21.94% of portfolio
-
Atria Investments LLC Charlotte, NC1.67MShares$38 Million0.52% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL358KShares$8.14 Million7.59% of portfolio
-
Patron Partners, LLC130KShares$2.95 Million1.54% of portfolio