Ever Source Wealth Advisors, LLC Unified Ser Tr Oneascent Intl Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Unified Ser Tr Oneascent Intl stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,009 shares of OAIM stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,009
Previous 828
21.86%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding OAIM
# of Institutions
42Shares Held
4.26MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC1.14MShares$00.0% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL1.14MShares$016.0% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL578KShares$00.0% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL260KShares$09.4% of portfolio
-
Creative One Wealth, LLC Overland Park, KS214KShares$00.0% of portfolio