Concourse Financial Group Securities, Inc. Unified Ser Tr Oneascent Core Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q1 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding OACP
# of Institutions
18Shares Held
8.5MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL3.52MShares$79 Million5.23% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.22MShares$49.9 Million21.94% of portfolio
-
Atria Investments LLC Charlotte, NC1.67MShares$37.6 Million0.52% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL358KShares$8.04 Million7.59% of portfolio
-
Patron Partners, LLC129KShares$2.9 Million1.66% of portfolio