Creative One Wealth, LLC Unified Ser Tr Oneascent Intl Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Creative One Wealth, LLC holds 56,847 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

56,847

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	N/A	56,847 New	56,847 $0

Others Institutions Holding OAIM

# of Institutions

Shares Held

6.04M

Call Options Held

Put Options Held

Atria Investments LLC Charlotte, NC

2.56M
Shares

$0
0.0% of portfolio
One Ascent Financial Services LLC Birmingham, AL

1.99M
Shares

$0
5.5% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

840K
Shares

$0
11.13% of portfolio
One Ascent Family Office, LLC Birmingham, AL

178K
Shares

$0
10.38% of portfolio
Cambridge Investment Research Advisors, Inc.

88K
Shares

$0
0.01% of portfolio

View Full List

About UNIFIED SER TR ONEASCENT INTL

Ticker OAIM

More about OAIM

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