Dynamic Advisor Solutions LLC Unified Ser Tr Oneascent Core Transaction History
Dynamic Advisor Solutions LLC
- $3.33 Billion
- Q3 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 21,203 shares of OACP stock, worth $488,941. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,203
Previous 33,068
35.88%
Holding current value
$488,941
Previous $753,000
35.19%
% of portfolio
0.01%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding OACP
# of Institutions
23Shares Held
7.8MCall 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