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

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 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

12

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

Atria Investments LLC Charlotte, NC

5.42M
Shares

$124 Million
1.66% of portfolio
One Ascent Financial Services LLC Birmingham, AL

3.38M
Shares

$77.1 Million
10.63% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.26M
Shares

$51.6 Million
26.57% of portfolio
Cambridge Investment Research Advisors, Inc.

95K
Shares

$2.17 Million
0.01% of portfolio
Dynamic Advisor Solutions LLC

92.6K
Shares

$2.11 Million
0.07% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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