Cambridge Investment Research Advisors, Inc. Unified Ser Tr Oneascent Core Transaction History
Cambridge Investment Research Advisors, Inc.
- $36.4 Billion
- Q3 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 76,178 shares of OACP stock, worth $1.76 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
76,178
Previous 86,843
12.28%
Holding current value
$1.76 Million
Previous $1.98 Million
11.22%
% of portfolio
0.0%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding OACP
# of Institutions
23Shares Held
7.8MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.3 Million11.56% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.2 Million30.06% of portfolio
-
Atria Investments LLC Charlotte, NC1.44MShares$33.2 Million0.41% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL374KShares$8.62 Million8.85% of portfolio
-
Patron Partners, LLC126KShares$2.9 Million1.38% of portfolio