Concourse Financial Group Securities, Inc. Unified Ser Tr Oneascent Intl 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
12 transactions
Others Institutions Holding OAIM
# of Institutions
29Shares Held
5.2MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.07MShares$04.52% of portfolio
-
Atria Investments LLC Charlotte, NC1.16MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL953KShares$013.8% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL210KShares$06.52% of portfolio
-
Creative One Wealth, LLC Overland Park, KS208KShares$00.0% of portfolio