Dynamic Advisor Solutions LLC Unified Ser Tr Oneascent Core Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
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 92,631 shares of OACP stock, worth $2.11 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
92,631
Previous 80,568
14.97%
Holding current value
$2.11 Million
Previous $1.81 Million
19.59%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
10Shares Held
8.14MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.36MShares$122 Million1.66% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.35MShares$53.4 Million20.92% of portfolio
-
Cambridge Investment Research Advisors, Inc.95KShares$2.16 Million0.01% of portfolio
-
Patron Partners, LLC91.9KShares$2.09 Million1.24% of portfolio
-
Rfg Advisory, LLC Birmingham, AL79.1KShares$1.8 Million0.06% of portfolio