Dynamic Advisor Solutions LLC Unified Ser Tr Oneascent Core Transaction History
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
A detailed history of Dynamic Advisor Solutions LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 33,068 shares of OACP stock, worth $764,532. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,068
Previous 34,304
3.6%
Holding current value
$764,532
Previous $779,000
3.34%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding OACP
# of Institutions
21Shares Held
9.62MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL4.21MShares$97.3 Million6.86% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.29MShares$53 Million19.25% of portfolio
-
Atria Investments LLC Charlotte, NC2.06MShares$47.6 Million0.59% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL354KShares$8.18 Million7.62% of portfolio
-
Patron Partners, LLC130KShares$3 Million1.54% of portfolio