Dynamic Advisor Solutions LLC Unified Ser Tr Oneascent Core Transaction History
Dynamic Advisor Solutions LLC
- $2.96 Billion
- Q4 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 58,468 shares of OACP stock, worth $1.35 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
58,468
Previous 21,203
175.75%
Holding current value
$1.35 Million
Previous $488,000
176.23%
% of portfolio
0.05%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding OACP
# of Institutions
23Shares Held
7.84MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.3 Million11.56% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.2 Million30.06% of portfolio
-
Atria Investments LLC Charlotte, NC1.44MShares$33.2 Million0.41% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL374KShares$8.62 Million8.85% of portfolio
-
Patron Partners, LLC126KShares$2.9 Million1.38% of portfolio