Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Core Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$22.45 - $23.42 $38,569 - $40,235	1,718 New	1,718 $39,000

Others Institutions Holding OACP

# of Institutions

17

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.39M
Shares

$123 Million
1.62% of portfolio
One Ascent Financial Services LLC Birmingham, AL

3.76M
Shares

$85.9 Million
7.21% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.3M
Shares

$52.5 Million
21.33% of portfolio
One Ascent Family Office, LLC Birmingham, AL

319K
Shares

$7.28 Million
13.03% of portfolio
Patron Partners, LLC

114K
Shares

$2.59 Million
1.45% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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