Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Emerg Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Emerg stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 697 shares of OAEM stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
697
Previous 433
60.97%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding OAEM
# of Institutions
24Shares Held
1.52MCall Options Held
0Put Options Held
0-
One Ascent Financial Services LLC Birmingham, AL627KShares$01.18% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL247KShares$03.08% of portfolio
-
Atria Investments LLC Charlotte, NC227KShares$00.0% of portfolio
-
Frontier Asset Management, LLC Sheridan, WY96.7KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL54.6KShares$01.46% of portfolio