Envestnet Asset Management Inc Unified Ser Tr Oneascent Core Transaction History
Envestnet Asset Management Inc
- $324 Billion
- Q3 2025
A detailed history of Envestnet Asset Management Inc transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Envestnet Asset Management Inc holds 27,128 shares of OACP stock, worth $627,470. This represents 0.0% of its overall portfolio holdings.
Number of Shares
27,128Holding current value
$627,470% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding OACP
# of Institutions
24Shares Held
7.76MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL2.92MShares$67.5 Million11.56% of portfolio
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One Ascent Wealth Management LLC Birmingham, AL2.31MShares$53.3 Million30.06% of portfolio
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Atria Investments LLC Charlotte, NC1.44MShares$33.3 Million0.41% of portfolio
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One Ascent Family Office, LLC Birmingham, AL374KShares$8.65 Million8.85% of portfolio
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Patron Partners, LLC126KShares$2.91 Million1.38% of portfolio