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

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OACP

# of Institutions

24

Shares Held

7.76M

Call Options Held

0

Put Options Held

0

One Ascent Financial Services LLC Birmingham, AL

2.92M
Shares

$67.3 Million
11.56% of portfolio
One Ascent Wealth Management LLC Birmingham, AL

2.31M
Shares

$53.2 Million
30.06% of portfolio
Atria Investments LLC Charlotte, NC

1.44M
Shares

$33.2 Million
0.41% of portfolio
One Ascent Family Office, LLC Birmingham, AL

374K
Shares

$8.62 Million
8.85% of portfolio
Patron Partners, LLC

126K
Shares

$2.9 Million
1.38% of portfolio

About UNIFIED SER TR ONEASCENT CORE

Ticker OACP
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