Concourse Financial Group Securities, Inc. Unified Ser Tr Oneascent Core Call Options Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

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

8.14M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

5.36M
Shares

$123 Million
1.66% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.35M
Shares

$53.8 Million
20.92% of portfolio
Cambridge Investment Research Advisors, Inc.

95K
Shares

$2.18 Million
0.01% of portfolio
Dynamic Advisor Solutions LLC

92.6K
Shares

$2.12 Million
0.07% of portfolio
Patron Partners, LLC

91.9K
Shares

$2.1 Million
1.24% of portfolio

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