Dynamic Advisor Solutions LLC Unified Ser Tr Oneascent Core Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
12Shares Held
8.19MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$122 Million1.62% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.3MShares$51.9 Million21.33% of portfolio
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One Ascent Family Office, LLC Birmingham, AL319KShares$7.2 Million13.03% of portfolio
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Patron Partners, LLC114KShares$2.56 Million1.45% of portfolio
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Cambridge Investment Research Advisors, Inc.95KShares$2.14 Million0.01% of portfolio