Cambridge Investment Research Advisors, Inc. Unified Ser Tr Oneascent Core Call Options Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

Shares Held

8.48M

Call Options Held

Put Options Held

One Ascent Financial Services LLC Birmingham, AL

3.52M
Shares

$80 Million
5.23% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.22M
Shares

$50.5 Million
21.94% of portfolio
Atria Investments LLC Charlotte, NC

1.67M
Shares

$38 Million
0.52% of portfolio
One Ascent Family Office, LLC Birmingham, AL

358K
Shares

$8.14 Million
7.59% of portfolio
Patron Partners, LLC

130K
Shares

$2.95 Million
1.54% of portfolio

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About UNIFIED SER TR ONEASCENT CORE

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