Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Core Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Core stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,888 shares of OACP stock, worth $43,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,888Holding current value
$43,669% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding OACP
# of Institutions
25Shares Held
7.79MCall 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
-
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