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
9Shares Held
8.07MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.36MShares$121 Million1.66% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.35MShares$52.9 Million20.92% of portfolio
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Patron Partners, LLC114KShares$2.56 Million1.45% of portfolio
-
Cambridge Investment Research Advisors, Inc.95KShares$2.14 Million0.01% of portfolio
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Rfg Advisory, LLC Birmingham, AL82.7KShares$1.86 Million0.05% of portfolio